{"id":159878,"date":"2026-07-30T11:58:44","date_gmt":"2026-07-30T14:58:44","guid":{"rendered":"https:\/\/ubirataonline.com.br\/which-stock-is-the-better-buy-for-the-server-cpu-boom\/"},"modified":"2026-07-30T11:58:46","modified_gmt":"2026-07-30T14:58:46","slug":"which-stock-is-the-better-buy-for-the-server-cpu-boom","status":"publish","type":"post","link":"https:\/\/ubirataonline.com.br\/en\/which-stock-is-the-better-buy-for-the-server-cpu-boom\/","title":{"rendered":"Which Stock Is the Better Buy for the Server CPU Boom?"},"content":{"rendered":"

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Intel<\/strong> (NASDAQ: INTC) and Advanced Micro Devices<\/strong> (NASDAQ: AMD) have outperformed Nvidia<\/strong> (NASDAQ: NVDA) so far in 2026. However, Nvidia is coming after one of Intel and AMD’s most important businesses, which could derail their momentum. <\/p>\n

Earlier this year, it emerged that Nvidia will start selling its Vera server central processing units (CPUs) as a stand-alone product to customers. It now appears that the company has already started making a solid dent in this market, according to a report by Tom’s Hardware<\/em>, and that doesn’t bode well for Intel<\/a> and AMD. <\/p>\n

Missed Nvidia in 2009? This Rare Signal Is Flashing Again.<\/em><\/strong>\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0<\/em>Continue \u00bb<\/em><\/strong><\/a> <\/p>\n

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Image source: Getty Images. <\/figcaption><\/figure>\n

Nvidia’s stand-alone CPU server business seems to have gotten off to a terrific start <\/h2>\n

Nvidia’s vice president of hyperscale and high-performance computing, Ian Buck, told Tom’s Hardware<\/em> that the company has already shipped “hundreds of thousands of Grace stand-alone servers.” It is worth noting that the chip giant had shipped more than 2.5 million units of its Grace server CPUs by May this year. It entered into a partnership with Meta Platforms<\/strong> in February to deploy stand-alone Grace CPUs in AI data centers. <\/p>\n

And now, Nvidia is set to double down on the server CPU market with the even more powerful Vera chip. Nvidia claims that the Vera CPU has a 1.5x performance advantage over the Grace CPU. Even better, the company claims it is 50% faster than chips built on the x86 architecture, used by Intel and AMD. <\/p>\n

Another important point is that Nvidia has already begun delivering the Vera CPUs to customers, including OpenAI, Anthropic, and Space Exploration Technologies<\/strong>. It won’t be surprising to see this chip gaining more popularity. That’s because Meta was seeing a 2x jump in performance-per-watt on the Grace platform, and the Vera CPU could help customers enjoy a bigger performance advantage. <\/p>\n

As a result, Intel and AMD’s dominance of the server CPU market could take a hit. <\/p>\n

Why Nvidia’s CPU push is bad news for Intel and AMD <\/h2>\n

According to Mercury Research, server CPUs built on the Arm architecture accounted for 13.2% of the overall server CPU market at the end of 2025. What’s worth noting is that Arm server CPU shipments doubled year over year in Q4 last year, primarily driven by the popularity of Nvidia’s Grace CPUs. <\/p>\n

However, Arm-based CPUs could capture almost 90% of the server CPU market by 2029, according to Counterpoint Research. It won’t be surprising to see that happen if Nvidia can indeed deliver the performance gains it claims over x86 processors. Moreover, we have already seen that the company’s customer base in server CPUs is indeed expanding, and that doesn’t bode well for Intel and AMD. <\/p>\n<\/p><\/div>\n