Nvidia reportedly told Chinese customers its new Vera CPU for AI data centres could be available in August, in a move to regain ground in a market where its advanced GPU business has been stalled by US export curbs.

Reuters reported the chipmaker is pitching Vera as an alternative route into China after shipments of its H200 AI chip stalled for months. CEO Jensen Huang (pictured) previously said Nvidia’s market share in China had effectively fallen to zero, reflecting tighter US restrictions and Beijing’s push to support domestic suppliers.

The news site noted Vera is Nvidia’s first standalone CPU for agentic AI workloads, with the company claiming it delivers up to 1.8 times the performance of rival processors.

Huang unveiled Vera in March as part of Nvidia’s Vera Rubin architecture and cast the CPU as a major new growth engine, as the company looks to expand beyond GPUs and into the server processor market.

Sources told Reuters one major Chinese cloud provider is planning to order more than 300 servers containing two Vera CPUs each for testing, with the chips set to be deployed first in overseas data centres before any wider commitment.

The move also sharpens Nvidia’s challenge to Intel and AMD, which dominate the server CPU market.

Because Vera is based on Arm architecture rather than x86, Nvidia is entering the segment as AI infrastructure demand shifts further toward inference and agentic computing, where CPUs are becoming increasingly important alongside accelerators.

Reuters added selling CPUs into China may prove easier for Nvidia than shipping high-end GPUs, which remain subject to stricter US controls.

Broader adoption, however, is likely to hinge on software compatibility and the willingness of Chinese operators to move workloads away from domestic AI silicon.

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China is reportedly plotting an outlay of around CNY2 trillion ($295 billion) over the next five years to build out data centres across the country, with state-owned telecoms operators tasked with managing the sites and vendor Huawei providing the bulk of the technology.

Bloomberg sources claim government agencies including the National Development and Reform Commission are drafting up plans to construct a network of “inter-connected computing hubs”, as part of a government initiative to boost domestic AI and increase competition with the US.

Operators China Mobile and China Telecom are named as being tasked with operating and connecting the bulk of the data centres, while suppliers including Huawei will be charged with providing at least 80% of the technology including AI chips.

The plan is in line with steps taken in recent years by the state to pump resources into domestic heavyweights like Huawei, effectively squeezing out US competitors such as Nvidia and AMD.

Funding for the plan will mainly come from sovereign debt including long-term special government bonds with more than a 10 year tenure and state funds for investment in strategic industries, added the sources.

In addition to the AI facilities, which will include data centres and faster mobile infrastructure, China also apparently plans to integrate the power grid to the project.

The planned investment figure does not include separate outlays planned by the country’s technology heavyweights including Alibaba and Tencent, added the sources.

Nvidia locked out
Notably, US AI companies are also planning for major AI investment. Meta Platform has set capex guidance of $125 billion to $145 billion for 2026, while Microsoft has committed to a $190 billion spend over the same period.

Robert Lea, an analyst at Bloomberg Intelligence said the big winner of China’s plan will be the nation’s economy, rather than private sector companies like Alibaba and Baidu.

“Domestic infrastructure suppliers including Huawei stand to benefit most, with Nvidia unlikely to get a look in,” he added.

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