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… As for when Vera reaches scale, GF Securities projects shipments of roughly 1.2 million units in FY2027, ramping sharply to about 4.2 million units in FY2028. Of course, this growth will be largely driven by the shift toward CPU-heavy agentic AI infrastructure. …
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… AMD and Intel have both raised CPU prices recently, and AMD is also exploring external suppliers like Samsung to expand manufacturing capacity, while Intel is looking to ramp up its 18A, 18A-P , and 14A nodes. …
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… "This gauntlet of concurrent, real-time tasks puts pressure on CPUs in ways traditional core-density focused designs were never built to prioritize." As the successor to Grace, Vera underscores the growing importance of CPUs in AI, and the Vera CPU is the first data center CPU to use LPDDR5X memory… …
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… AI GPUs rely heavily on HBM, while AI CPUs use DRAM, and both are currently in short supply. Mehrotra emphasized that the issue goes beyond pricing, as memory production cannot be ramped up quickly enough to meet demand. …