Nvidia has told Chinese clients that its new Vera central processors for AI data centers could be available as soon as August and that they can begin placing orders, reports Reuters citing three sources familiar with the matter.
The outreach underscores how the world’s most valuable company is quickly pivoting to the new product to revive its rapidly declining fortunes in China, as shipments of its second-most powerful AI chip, the H200, to the country have stalled for months. Nvidia’s market share in China has effectively fallen to zero, its CEO Jensen Huang said in October, hurt by US export controls on advanced chips and Beijing’s push for self-reliance in key technologies.
The sources said some Chinese clients have shown interest in the Vera chip, Nvidia’s first standalone central processing unit (CPU) built for agentic AI—systems that perform tasks autonomously. The sources declined to be identified because the discussions are private.