{"id":65178,"date":"2026-07-21T18:38:16","date_gmt":"2026-07-21T22:38:16","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-challenges-intel-and-amd-with-new-vera-ai-cpu-white-house-shifts-billions-to-ai-research\/65178\/"},"modified":"2026-07-21T18:38:16","modified_gmt":"2026-07-21T22:38:16","slug":"nvidia-challenges-intel-and-amd-with-new-vera-ai-cpu-white-house-shifts-billions-to-ai-research","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-challenges-intel-and-amd-with-new-vera-ai-cpu-white-house-shifts-billions-to-ai-research\/65178\/","title":{"rendered":"Nvidia Challenges Intel and AMD with New &#8216;Vera&#8217; AI CPU; White House Shifts Billions to AI Research"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_84 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-challenges-intel-and-amd-with-new-vera-ai-cpu-white-house-shifts-billions-to-ai-research\/65178\/#Key_Takeaways\" >Key Takeaways<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-challenges-intel-and-amd-with-new-vera-ai-cpu-white-house-shifts-billions-to-ai-research\/65178\/#Nvidia_Disrupts_Server_Market_with_Vera_CPU\" >Nvidia Disrupts Server Market with Vera CPU<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-challenges-intel-and-amd-with-new-vera-ai-cpu-white-house-shifts-billions-to-ai-research\/65178\/#White_House_Pivots_Federal_Funding_to_AI\" >White House Pivots Federal Funding to AI<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-challenges-intel-and-amd-with-new-vera-ai-cpu-white-house-shifts-billions-to-ai-research\/65178\/#SK_Hynix_Eyes_Intels_Ohio_Campus\" >SK Hynix Eyes Intel\u2019s Ohio Campus<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-challenges-intel-and-amd-with-new-vera-ai-cpu-white-house-shifts-billions-to-ai-research\/65178\/#Brookfield_Infrastructure_Simplifies_Structure\" >Brookfield Infrastructure Simplifies Structure<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/nvidia-challenges-intel-and-amd-with-new-vera-ai-cpu-white-house-shifts-billions-to-ai-research\/65178\/#Regulatory_and_Health_Updates\" >Regulatory and Health Updates<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaways\"><\/span>Key Takeaways<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>)<\/strong> has officially entered the data center CPU market with its new <strong>Vera CPU<\/strong>, shipping units to major AI labs including <strong>OpenAI<\/strong>, <strong>Anthropic<\/strong>, and <strong>SpaceX<\/strong> to compete directly with <strong>Intel (<a href=\"\/stock\/INTC\">INTC<\/a>)<\/strong> and <strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/AMD\" data-internallinksmanager029f6b8e52c=\"16\" title=\"stock: AMD\">AMD<\/a> (<a href=\"\/stock\/AMD\">AMD<\/a>)<\/strong>.<\/li>\n<li>The <strong>White House<\/strong> is reportedly redirecting <strong>billions of dollars<\/strong> in federal research funding away from traditional universities and toward <strong>artificial intelligence<\/strong> development.<\/li>\n<li><strong>SK Hynix (<a href=\"\/stock\/000660.KS\">000660.KS<\/a>)<\/strong> is in active discussions to acquire <strong>Intel\u2019s (<a href=\"\/stock\/INTC\">INTC<\/a>)<\/strong> Ohio chip campus as part of its aggressive U.S. expansion following a record-breaking <strong>$26.5 billion<\/strong> Nasdaq listing.<\/li>\n<li><strong>Brookfield Infrastructure (<a href=\"\/stock\/BIP\">BIP<\/a>)<\/strong> announced a major corporate simplification plan to convert into a single corporation, aiming to improve liquidity and index inclusion by <strong>Q4 2026<\/strong>.<\/li>\n<li>The <strong>CDC<\/strong> reported a surge in <strong>Cyclosporiasis<\/strong> cases, with <strong>4,173 confirmed infections<\/strong> and over <strong>7,400 additional suspected cases<\/strong> currently under investigation.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Nvidia_Disrupts_Server_Market_with_Vera_CPU\"><\/span>Nvidia Disrupts Server Market with Vera CPU<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> (<a href=\"\/stock\/NVDA\">NVDA<\/a>) has begun shipping its new <strong>Vera data center CPU<\/strong>, marking a significant expansion beyond its dominant GPU business. The company confirmed that initial units were delivered in June to high-profile customers including <strong>OpenAI<\/strong>, <strong>Anthropic<\/strong>, and <strong>SpaceX<\/strong>.<\/p>\n<p>The Vera CPU is designed specifically for <strong>&quot;agentic AI&quot;<\/strong> workloads, where models perform complex tasks rather than just generating text. By offering a custom-designed processor, <a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a> is now in direct competition with <strong>Intel (<a href=\"\/stock\/INTC\">INTC<\/a>)<\/strong> and <strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/AMD\" data-internallinksmanager029f6b8e52c=\"16\" title=\"stock: AMD\">AMD<\/a> (<a href=\"\/stock\/AMD\">AMD<\/a>)<\/strong> for the heart of the AI server, aiming to capture a larger share of the rapidly expanding data center infrastructure market.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"White_House_Pivots_Federal_Funding_to_AI\"><\/span>White House Pivots Federal Funding to AI<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The <strong>White House<\/strong> is moving to redirect billions of dollars in federal research funds toward <strong>artificial intelligence<\/strong> and away from traditional collegiate programs, according to a report from the <em>Wall Street Journal<\/em>. This strategic shift aligns with the administration&#39;s goal of maintaining a competitive edge in the global AI race.<\/p>\n<p>The redirection of funds is expected to prioritize <strong>AI and quantum information science<\/strong>, potentially at the expense of social science and general research grants at major universities. Analysts suggest this move could face resistance from <strong>Congress<\/strong>, which has historically favored broader distribution of science funding across the academic sector.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"SK_Hynix_Eyes_Intels_Ohio_Campus\"><\/span>SK Hynix Eyes Intel\u2019s Ohio Campus<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>South Korean memory giant <strong>SK Hynix (<a href=\"\/stock\/000660.KS\">000660.KS<\/a>)<\/strong> is reportedly in talks to acquire <strong>Intel\u2019s (<a href=\"\/stock\/INTC\">INTC<\/a>)<\/strong> massive chip campus in <strong>Ohio<\/strong>. The move follows SK Hynix&#39;s successful <strong>$26.5 billion<\/strong> U.S. listing on the Nasdaq earlier this month, providing the capital necessary for large-scale infrastructure acquisitions.<\/p>\n<p>Intel has faced ongoing delays with the Ohio project, recently pushing the expected completion date to <strong>2031<\/strong>. For SK Hynix, acquiring the site would accelerate its manufacturing presence in the U.S. to meet the soaring demand for <strong>High Bandwidth Memory (HBM)<\/strong> used in AI data centers.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Brookfield_Infrastructure_Simplifies_Structure\"><\/span>Brookfield Infrastructure Simplifies Structure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Brookfield Infrastructure Partners (<a href=\"\/stock\/BIP\">BIP<\/a>)<\/strong> has announced a plan to simplify its corporate structure by exchanging all units for shares in a single corporation, <strong>BIP Inc.<\/strong> The exchange will occur on a <strong>one-for-one basis<\/strong>, with special meetings for holders scheduled for <strong>October 14, 2026<\/strong>.<\/p>\n<p>The simplification is intended to broaden the company&#39;s investor base and increase demand from <strong>index-tracking funds<\/strong> that often exclude partnership structures. The transaction is expected to be completed in the <strong>fourth quarter of 2026<\/strong>, with no change to Brookfield\u2019s overall ownership or management fees.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Regulatory_and_Health_Updates\"><\/span>Regulatory and Health Updates<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The <strong>FCC<\/strong> is considering a ban on the importation and marketing of <strong>military-grade drones<\/strong> from foreign manufacturers, citing national security risks. The proposal specifically targets companies suspected of &quot;re-shelling&quot; products from prohibited entities to evade existing U.S. restrictions.<\/p>\n<p>On the public health front, the <strong>CDC<\/strong> is monitoring a major <strong>Cyclosporiasis<\/strong> outbreak linked to contaminated produce. As of July 21, there are <strong>4,173 laboratory-confirmed cases<\/strong> across the U.S., with an additional <strong>7,400 cases<\/strong> reported by state health departments awaiting confirmation. No deaths have been reported, though <strong>308 hospitalizations<\/strong> have occurred.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Nvidia (NVDA) has officially entered the data center CPU market with its new Vera CPU, shipping units to [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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