- NVIDIA ships Vera AI CPU systems to OpenAI, Anthropic, Oracle and SpaceX AI unit.
- NVIDIA posted on X that it looks forward to SpaceX and Elon Musk testing the Vera CPU.
- Vera is built specifically for the next wave of AI factories and self‑running AI agents.
NVIDIA’s new AI hardware release is making waves, with the company saying its Vera AI CPU systems have already landed at top AI companies like Oracle, OpenAI, Anthropic, and SpaceX’s up‑and‑coming AI division.
The tech company specifically stated on X that it’s looking forward to SpaceX and Elon Musk trying out the Vera CPU, which prompted Musk to reply with “Vera nice”.
The Vera CPU is one piece of NVIDIA’s bigger Vera Rubin AI platform, first shown off at the GTC 2026 conference earlier this year. Its new architecture is the follow‑up to NVIDIA’s Blackwell line and is built specifically for the next wave of AI factories and self‑running AI agents.
Unlike regular CPUs made for general computing, Vera is designed to work in tandem with NVIDIA’s Rubin GPUs, BlueField‑4 DPUs, and Spectrum‑X networking gear.
Role of OpenAI, Anthropic, and SpaceX
The inclusion of OpenAI and Anthropic is especially notable because the two firms are among the largest buyers of AI compute power in the world.
OpenAI is still growing its GPT ecosystem and enterprise AI setup, while Anthropic has been quickly spreading its Claude models across businesses and developer circles. Both companies require increasingly powerful training systems to remain competitive in the generative AI arms race.
Recently, Anthropic has also been involved in unusually large-scale AI infrastructure planning. For instance, earlier this month, it was reported that Anthropic has looked into space‑based AI data centers with SpaceX, which is a sign that AI companies are already thinking about computing beyond Earth.
Meanwhile, SpaceX being part of the Vera rollout shows how Elon Musk’s AI ambitions are growing. Over the past year, his AI efforts have shifted from a separate project (xAI) into a bigger SpaceXAI unit inside SpaceX itself.
This restructuring has turned SpaceX from an aerospace company into something investors now view as a hybrid space and AI infrastructure giant. NVIDIA teaming up with SpaceXAI indicates that Musk is going all‑in on compute power for assets like Grok, self‑driving systems, satellite intelligence, and maybe even AI infrastructure in space someday.
The relationship between Anthropic and SpaceX has also grown closer recently. Earlier this month, it was announced that the two companies teamed up to boost Claude AI’s power using about 220,000 NVIDIA GPUs. Musk even described NVIDIA’s GB300 systems as “the best AI computer” in another public comment on X.
NVIDIA’s Strategy
The Vera rollout is happening right before NVIDIA’s highly anticipated earnings report (scheduled for May 20, 2026), which investors are watching closely for signals that AI demand remains active.
The company is trying to become the core operating system for the entire AI economy. Instead of merely supplying GPUs, NVIDIA now provides CPUs, networking, AI software frameworks, rack-scale systems, and full deployment platforms.
This strategy is becoming increasingly important as competitors like AMD, Intel, Google, Amazon, and AI chip startups try to reduce their dependence on NVIDIA hardware.
Meanwhile, demand for AI computing continues to explode. New AI models and inference systems are consuming huge amounts of power and processing, so the biggest AI firms are practically fighting over hardware.
A recent research paper also shows that making AI inference run more efficiently on NVIDIA gear is now one of the industry’s top technical goals. The paper’s main advice is to use SM clock locking instead of power capping, which directly targets the way NVIDIA’s GPU firmware and clock management work.
Stock and Valuation Performance
NVIDIA’s stock (NVDA) remains one of the best‑performing equities in global markets. Shares have been trading around $220-$224 recently (a slight decrease of roughly 1.3% in the last 24 hours), putting the company’s market cap above $5 trillion, according to TradingView data.
SpaceX is still private, but there has been talk about an IPO down the road that could value it around $1.75 trillion. Several hedge funds that invested early are reportedly positioned for massive gains if a listing eventually occurs.
Anthropic also remains private, but its valuation has shot up thanks to enterprise AI demand and key deals with big cloud and infrastructure providers. By some estimates, its implied valuation could go up to $1 trillion.
Likewise, OpenAI remains privately controlled and has no publicly traded stock yet, but analysts estimate its valuation has climbed into the hundreds of billions as ChatGPT adoption accelerates globally. At the end of March, the company was reportedly valued at $852 billion after a $122 billion funding round.
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