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NVIDIA's "Rosa" AI CPU Targets TSMC A16 Process and Back-Side Power for 2028 Data Centers

Importance: 86/1001 Sources

Why It Matters

This initiative showcases NVIDIA's aggressive expansion into the AI CPU market, potentially disrupting the landscape by offering an integrated solution that combines their GPU strength with a powerful CPU, thereby solidifying their leadership in data center AI infrastructure.

Key Intelligence

  • NVIDIA is reportedly developing a new AI CPU codenamed "Rosa" specifically for data center applications.
  • The "Rosa" CPU is expected to leverage TSMC's advanced A16 process technology, indicating a focus on cutting-edge manufacturing.
  • It will incorporate innovative "back-side power delivery" (BSPD) for enhanced power efficiency and performance.
  • This new AI CPU is anticipated to launch in 2028, aiming to strengthen NVIDIA's presence in high-performance computing.
  • The move signals NVIDIA's strategic push to integrate more deeply into the foundational hardware of AI data centers.