NVDA Stock Dips Premarket: Chip Giant 'Hand Delivers' Next-Gen Vera CPUs To Anthropic, OpenAI, SpaceX, Oracle

• Nvidia shares fell marginally in premarket.
• Nvidia is scheduled to report its Q1 results on Wednesday
• Retail investors expected another blowout report, with a mixed view on how the stock would react.

Nvidia stock fell 0.3% in early premarket trading on Tuesday, after the company announced that it had delivered the first of its latest-generation Vera CPU to customers.

Nvidia published a blog post showing Ian Buck, vice president of hyperscale and high-performance computing, hand-delivering the units to Anthropic, OpenAI, Oracle Cloud Infrastructure, and SpaceXAI.

Announced at Nvidia’s GTC event in San Jose in March, the Vera CPU is Nvidia’s first custom Arm-based server CPU built specifically for AI data centers, and replaces the Grace CPU. 

Rather than competing directly with traditional enterprise CPUs, Vera is designed to work closely with Nvidia GPUs via high-bandwidth NVLink connections, handling orchestration and data movement for large AI workloads.

NVDA’s AI Chips Roadmap

Vera sits at the center of Nvidia’s post-Blackwell roadmap, powering the Vera Rubin platform that succeeds Blackwell Ultra. 

Nvidia unveiled the Vera Rubin architecture (which encompasses Vera CPU, Rubin GPU, NVLink networking, BlueField DPUs, and other infrastructure components) at GTC 2025, formally launched Vera in March 2026, and expects Vera Rubin systems to begin shipping in the second half of 2026.

“Agentic AI is creating a new CPU moment in the AI factory — as models move from answering to acting, Vera is purpose-built to keep that work moving at scale,” Buck said in a statement.

All Eyes On NVDA Earnings 

The development comes just ahead of Nvidia’s quarterly report on Wednesday, a closely watched event that could shape the direction of tech stocks and the broader AI trade.

Analysts expect Nvidia’s first-quarter revenue to rise 80% year over year to $79.23 billion, and adjusted profit to rise 120% to $1.78 per share, according to estimates from Koyfin.

Retail View On NVDA

In a Stocktwits poll, 85% of the approximately 4,500 users who voted expect Nvidia to beat top and bottom-line estimates.
 

On Stocktwits, retail sentiment toward NVDA remained ‘extremely bullish’ as of early Tuesday, unchanged from last week. While most retail investors expected another round of blowout results, views were mixed on how the stock would trade after earnings, especially since Nvidia shares declined following each of the last three quarterly reports despite the company posting robust results.

“NVDA if this ends red today, who knows what Wednesday will bring. Maybe opposite of MO, run up and dump after ER. AI related stocks taking a beating last few days,” said a trader.

NVDA shares declined in the last two sessions. Year to date, they are up nearly 20%.

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