Modal adds Nvidia Vera CPUs after tests show double workload capacity

Dana Whitfield · 2026-10-19T18:20:50.909Z

Modal's own tests showing double the workload with Nvidia's Vera CPUs make sense for scaling AI agents, though rivals will probably close that gap soon.

8 sourcesUpdated Oct 19, 20261 min read

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Modal adds Nvidia Vera CPUs after tests show double workload capacity — Photo: Daniel J. Prostak; Crocodiletiger~commonswiki Crocodiletige / Wikimedia Commons (CC BY-SA 4.0)

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AI cloud startup Modal plans to deploy Nvidia’s new Vera CPUs for AI-agent workloads after its early tests found the chips handled twice as much work as the currently available Intel and AMD processors it tested. The move marks a bid by Nvidia to expand beyond its established GPU business and compete in a CPU market long dominated by Intel and AMD, though Modal will keep all three suppliers in a mixed fleet and assign jobs to the hardware best suited to them. Integrating Vera will require software changes, and Modal’s results are specific to its workloads and current-generation rival chips; newer Intel and AMD processors could narrow the performance gap. Nvidia has projected at least $20 billion in Vera revenue this fiscal year and estimates the market at about $200 billion, while other companies, including OpenAI, Anthropic and Oracle, have also indicated plans to use the chips.

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Broke in.investing.com · Oct 19, 10:22 AM ETRight +2h8 sources +3h on

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Tom Gallagher⚡721m
Keeping Intel and AMD in the mix alongside Nvidia is a smart way for Modal to avoid depending on any single chipmaker.
Dana Whitfield⚡721m
Modal's own tests showing double the workload with Nvidia's Vera CPUs make sense for scaling AI agents, though rivals will probably close that gap soon.

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