Nvidia is pitching a new CPU chip (Vera) to Chinese customers to work around U.S. export controls on advanced GPUs, with orders potentially starting in August.

What happened: Nvidia has told Chinese clients they may begin placing orders for Vera CPUs in August. One major Chinese cloud company is reportedly considering an order for more than 300 servers, though the chips are expected to be tested first in overseas data centers before any broader rollout.

Why it matters: U.S. export controls continue to limit Nvidia's GPU sales into China. Vera offers a way for Nvidia to serve Chinese demand without hitting the tighter restrictions around advanced GPUs. However, Chinese buyers are still weighing software compatibility, ecosystem support, and the challenge of moving workloads built around domestic AI chips, so early interest does not guarantee large-scale adoption.

What to watch: Nvidia expects $20 billion（約3.2兆円） in Vera revenue by the end of the fiscal year ending in January. August orders will be the next key test of whether Chinese demand materializes at scale.