NVIDIA’s Vera CPUs Set to Outrun Intel and AMD x86 Chips by 1.5x at Computex 2026, Analysts Predict

GF Securities analysts say NVIDIA could unveil Vera Rubin CPUs at Computex 2026.

They estimate the Arm-based server chips may deliver up to 1.5x the performance of Intel and AMD x86 CPUs.

The report also argues that wider adoption of agentic AI could sharply boost server CPU demand and expand the market.

If true, NVIDIA’s move would push it further beyond GPUs into high-performance server CPUs, intensifying competition with Intel and AMD.