The CPU Bottleneck in Agents Just Became a Product
There was a more physical way to announce a CPU than I expected. NVIDIA's vice president for hyperscale and HPC, Ian Buck, physically delivered AWS's first Vera CPU server in Seattle, the old-fashioned hand-off style, after similar deliveries to Oracle Cloud Infrastructure, Anthropic, OpenAI, and SpaceXAI. Vera is NVIDIA's first CPU purpose-built for AI agents: 88 custom Arm "Olympus" cores aimed at the unglamorous half of agentic work that never shows up in GPU benchmarks — the sandboxes, tool calls, orchestration layers, and long-context retrieval that surround every inference call. The timing on the announcement is the interesting bit. It shipped alongside news that AWS and NVIDIA are expanding their 16-year partnership with 2 million additional GPUs and Vera-based infrastructure landing inside AWS itself. A "built for agents" CPU walking into your cloud provider's datacenter is a different statement than a press release about one. Why should anyo...