
NVIDIA Ships Vera CPU to Labs, Claims $200B Market
NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.
They summarize our coverage. We write it.
Newsletters like this one rebroadcast our headlines - often without the full review, the source reading, or the analysis underneath. Our weekly briefing sends the work they paraphrase, straight from the desk, before they get to it.
Free, weekly, no spam. One email every Tuesday. Unsubscribe anytime.

NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.

Brett Adcock's AI lab Hark has closed a $700M Series A at a $6B valuation before shipping a single product, with chip companies AMD, Intel, Qualcomm, and NVIDIA all backing the bet.

Dell Technologies World 2026 centers on sovereign AI: OpenAI Codex, Google Gemini, Grok, and Palantir are all coming on-prem via Dell AI Factory, alongside new PowerRack hardware deployable in 6.5 hours.

Cerebras raised $5.55B and surged 68% on Nasdaq debut, the largest US tech IPO since Snowflake in 2020, but a 200x revenue multiple and a single-customer backlog tell a more complicated story.

Baiju Bhatt's orbital AI compute startup raises $275M at a $2B valuation and plans to build its own rockets to bypass SpaceX and Blue Origin bottlenecks.

NVIDIA Ising is the first open AI model family for quantum computing - a 35B VLM for processor calibration and CNN decoders for real-time error correction, already deployed at 20+ research institutions.

AI2's federally backed OMAI compute cluster is now running on NVIDIA Blackwell Ultra hardware and has already shipped OLMo, Molmo 2, and MolmoAct models fully open to researchers.

Cerebras Systems raised its IPO price to $150-$160 per share after investors placed over $10 billion in orders on a $3.5 billion offering - 20 times oversubscribed.

Nvidia has crossed $40 billion in equity commitments this year, investing in the same AI companies that buy its chips - raising serious questions about circular money flows in the ecosystem.

NVIDIA and IREN plan 5 GW of DSX-aligned AI factories, backed by a $2.1B investment warrant and a $3.4B, five-year GPU cloud contract.

Six companies just released MRC, an open networking protocol that routes AI training traffic across hundreds of simultaneous paths to end GPU idle time at supercomputer scale.

SAP buys German tabular AI startup Prior Labs and commits €1B to build Europe's first frontier AI lab, while also acquiring data lakehouse Dremio in a two-front push on structured enterprise data.