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via seekingalpha.comTech & AI

Modal gets first Nvidia Vera CPU server, breaking from Intel and AMD

FROM THE WIRE · SEEKINGALPHA.COM

Cloud-computing startup Modal said it has received [https://modal.com/blog/nvidia-vera-sandboxes] its first server powered by Nvidia's (NVDA [https://seekingalpha.com/symbol/NVDA]) Vera central processing unit, marking a shift from its exclusive use of Intel (INTC…

Read at the source ↗
MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: neutralAdoption of a new Nvidia CPU in cloud AI workloads, with implications for rivals Intel and AMD.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Cloud startup Modal received its first server powered by Nvidia Vera CPU.
  2. 02Early tests showed twice the throughput on AI agent workloads versus x86 processors.
  3. 03Adopting Vera requires infrastructure and software changes to support the Arm architecture.
NEWS IMPACT AND MARKET REACTIONChange from the reference price
NVIDIA CorporationNVDAStock216.95 USD-0.50%today +1.32%Positive Intel Corp.INTCStock92.26 USD-0.91%today +2.68%Negative Advanced Micro Devices, Inc.AMDStock538.67 USD-1.13%today +1.88%Negative
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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