NVIDIA wants to be more than just the "AI GPU company."
Perplexity AI has confirmed that it plans to use NVIDIA's newly announced CPU. While this might look like just another partnership, it's actually a pretty interesting signal.
For years, if you talked about server CPUs, the conversation was mostly Intel vs AMD. NVIDIA dominated the AI GPU market, but CPUs were never really its playground.
Now that's changing.
Why is this interesting?
🔹 NVIDIA is building an entire AI stack.
Instead of selling only GPUs, it's now offering CPUs, networking, and AI hardware as one ecosystem.
🔹 Perplexity adopting it this early is a good sign.
When AI companies start using new hardware, it usually means they're testing whether it can improve performance for real workloads.
🔹 Competition is always good.
If NVIDIA can seriously challenge Intel and AMD in data-center CPUs, everyone benefits from faster innovation.
🔹 AI isn't just about bigger models anymore.
The infrastructure behind AI—CPUs, GPUs, networking, and memory—is becoming just as important as the models themselves.
🔹 The next AI race is happening in hardware.
We've spent the last two years talking about ChatGPT, Claude, Gemini, and Perplexity. The next big battle is about who powers them.
Personally, I think the next few years are going to be really interesting. NVIDIA already dominates AI accelerators, but breaking into the CPU market is a completely different challenge.
Do you think NVIDIA can become a serious competitor to Intel and AMD in server CPUs, or will it always remain a GPU-first company?
