NVIDIA's Vera CPU is coming, Intel (INTC.US) unveils Xeon 6+: Can Agentic AI bring about a reevaluation of CPU value?

The Zhitong Financial APP noticed that the focus of competition in the semiconductor industry is changing at the 2026 Taipei International Computer Show (Computex). If the core of the AI war in the past few years was "who has the strongest GPU," this year's signal from Computex is: as AI transitions from the training era to the inference era, competition is expanding from single-chip performance to the entire system architecture. On the first day of the exhibition, NVIDIA (NVDA.US) released the Vera CPU for the next generation Rubin platform, trying to further improve its full-stack AI infrastructure capabilities from CPU, GPU to network interconnection; while on the second day's keynote speech, Intel (INTC.US) launched the Xeon 6 Plus (Xeon 6+) processor using 18A technology, and systematically demonstrated its rack-level AI infrastructure strategy built around Agentic AI for the first time.