Agentic AI, Dell partnership & Vera CPU momentum

Vera CPU details: monolithic Olympus core, 10-wide decode, 50% lead over x86, $200B TAM. Mass production with 300+ partners, $5K ASP. DeepInfra 2.2x lead in agentic AI. NVIDIA shipped hundreds of thousands of Grace servers. AMD EPYC Venice competitor. Vera Rubin 10x tokens per megawatt vs Blackwell. BMS expands AI partnership with Vera Rubin DGX SuperPOD. Vera CPU beats AMD Turin in Python. At SIGGRAPH, NVIDIA expanded Agent Toolkit with Omniverse libraries, open-sourced Cosmos 3 Edge. Jensen signed Toyota, Fanuc, Kioxia for physical AI, expanding into robotics and industrial automation. Wistron Texas factory ramping Vera Rubin systems. RTX Spark PCs confirmed for fall 2026. Geekbench 7 added native CUDA support. One-click Omniverse DSX Blueprint for AI factory digital twins. NAVER tripling Korea AI factory to 200MW with Vera Rubin/Blackwell. NVIDIA trimmed Vera Rubin memory to manage HBM4 cost.