Nvidia has earned billions selling AI accelerators, but with the emergence of agentic AI, CPUs are going to play a considerably more significant role than before, which creates new opportunities for the company. Reuters reports that Nvidia has secured a major design win with its Vera CPUs with AI cloud provider Modal. According to Modal, preliminary evaluations showed that Vera could deliver twice the throughput of its existing AMD and Intel processors, although the company does not intend to cease using CPUs from its current suppliers.