Perplexity adopts Nvidia (NVDA) Vera CPU after tests show 1.5x performance gains over Intel and AMD. Nvidia targets $20B in CPU sales. Stock rated Strong Buy.
According to the post, each processor combines 6 "Coyote Cove" P-cores, 12 "Arctic Wolf" E-cores, and 4 LP-E cores. That mix suggests a design that balances compute throughput with background and low-power tasks, rather than just piling on more ...
HSBC doubles Intel (INTC) price target to $200, citing surging server CPU growth and foundry wins with Apple, Google, and NVIDIA. Full analysis inside.