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Is that CXL?
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Nvidia has guided toward approximately $20B in CPU revenue this year, driven by the Vera CPU architecture which utilizes LPDDR5X memory and SOCAMM form factors to achieve 1.2TB/s of bandwidth. Technical analysis suggests significant demand for memory PHY and controller IP, as each Vera CPU requires 32 LPDDR5X PHYs and controllers across various configurations like the NVL72 and HPE Cray Supercomputing GX240. The hardware specifications also confirm support for CXL 3.1 and PCIe Gen 6 interfaces.

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head of risk @thru_xyz.