NVIDIA Vera CPU packs 1.5TB LPDDR5X as agentic AI drives DRAM demand wave
firstadopter · x · 2026-10-26
Analyst Neil Shah notes each NVIDIA Vera CPU carries 1.5TB of LPDDR5X, with an 8-CPU tray totaling 12TB SOCAMM LPDDR5X — evidence that DRAM demand is structural in the agentic AI era, driven by agent orchestration loops, thousands of API calls and state management, decision-graph logic, and RAG/vector processing. firstadopter argues the market hasn't priced in this data-center CPU DRAM wave, which is also bad news for Apple.
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