AI startup Modal adopts Nvidia Vera CPUs for agent workloads
AI infrastructure startup Modal plans to deploy Nvidia's Vera CPUs alongside its existing Intel and AMD processors to host AI agents, advancing Nvidia's push into the central processor market.
AI infrastructure startup Modal plans to begin using Nvidia's Vera CPUs for the first time to host AI agents, according to a report by Reuters. The fast-growing startup, which previously relied entirely on central processors from Intel and AMD, will run the new Nvidia chips alongside its existing Intel and AMD hardware.[4][5][2][3]
The deployment represents a key move for Nvidia to capture enterprise infrastructure spending beyond GPUs. According to market commentator Shay Boloor, early testing indicated that Vera delivered approximately 2x capacity for AI agent workloads compared to Modal's previous processors.[1][2][3]
Boloor also reported that Nvidia is targeting roughly $20 billion in CPU revenue this fiscal year as AI agent workflows drive increased processor demand to continuously execute code and call tools. Beyond Modal and Perplexity, other major artificial intelligence companies and cloud providers including Oracle, OpenAI, and Anthropic reportedly plan to adopt the Vera chips.[1]
Key facts
- Modal plans to use Nvidia's Vera CPUs for the first time to host AI agents, operating them alongside existing Intel and AMD hardware.
- Early testing reportedly indicated that Nvidia's Vera CPUs provided twice the capacity for AI agent workloads compared to Modal's prior processors.
- Nvidia is reportedly targeting approximately $20 billion in CPU revenue for the current fiscal year.
- Modal and Perplexity are identified as AI-native customers for Vera CPUs, while Oracle, OpenAI, and Anthropic also plan to adopt the processors.
Sources · 5 sources
- SB
Shay Boloor@StockSavvyShayPost on X ·
$NVDA just secured a Vera CPU deal with Modal, which previously relied on $AMD and $INTC processors after early testing reportedly showed 2x capacity for AI agent workloads. Another great example of how AI agents are making CPUs a much bigger part of AI infrastructure as they constantly run code and call tools giving Nvidia an opportunity to capture spending well beyond GPUs. Nvidia is now targeting ~$20B in CPU revenue this fiscal year as Vera gains traction with AI-native customers like Modal and Perplexity while $ORCL, OpenAI and Anthropic also plan to adopt the chips.
Open source - TD
The Daily Block@thedailyblockPost on X ·
🚨 BREAKING: Nvidia Is Expanding Beyond GPUs AI startup Modal, which has relied on Intel and AMD chips, is now planning to use Nvidia’s new Vera CPUs to run AI agents. Nvidia is slowly pushing deeper into a market its rivals have dominated for years.
Open source - AI
Analytics Insight@analyticsinmePost on X ·
𝐍𝐕𝐈𝐃𝐈𝐀'𝐬 𝐕𝐞𝐫𝐚 𝐂𝐏𝐔𝐬 𝐀𝐭𝐭𝐫𝐚𝐜𝐭 𝐌𝐨𝐝𝐚𝐥 𝐚𝐬 𝐂𝐡𝐢𝐩 𝐑𝐢𝐯𝐚𝐥𝐫𝐲 𝐇𝐞𝐚𝐭𝐬 𝐔𝐩 NVIDIA is making a bigger move into the CPU market. AI cloud startup Modal plans to use its Vera processors for AI-agent workloads, giving NVIDIA another opportunity to compete with Intel and AMD. #NVIDIA #ArtificialIntelligence #CPUs #AIChips #Intel #AMD #TechNews #AI #AINews #AnalyticsInsight #AnalyticsInsightMagazine Read More 👇 https://t.co/Feg2Z336kO
Open source - TE
TechmemeArticle ·
AI infrastructure startup Modal says it plans to start using Nvidia's Vera CPUs for the first time for hosting agents, alongside its current Intel and AMD chips (Stephen Nellis/Reuters) Stephen Nellis / Reuters : AI infrastructure startup Modal says it plans to start using Nvidia's Vera CPUs for the first time for hosting agents, alongside its current Intel and AMD chips — Nvidia (NVDA.O) has won central processor chip business with another fast-growing AI startup that until now relied entirely …
Open source - TE
Techmeme@TechmemePost on X ·
AI infrastructure startup Modal says it plans to start using Nvidia's Vera CPUs for the first time for hosting agents, alongside existing Intel and AMD chips (@stephennellis / Reuters) (Visit Techmeme dot com for the link and full context!)
Open source