Nvidia says its forecast for $200 billion CPU market includes China
Nvidia CEO Jensen Huang confirmed China is part of his $200 billion CPU market forecast, highlighting the country's importance despite US-China tech tensions and ongoing H200 chip sales hurdles.
- Nvidia's $200 billion CPU market forecast.
- US-China technology tensions impacting chip sales.
- Growing demand for CPUs in agentic AI systems.
- Nvidia's H200 chip sales to Chinese firms.
TAIPEI: Nvidia CEO Jensen Huang said on Saturday that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions.
Central processing units have taken centre stage as companies and businesses gravitate towards agentic AI – systems that perform autonomous functions - broadening demand beyond graphics processing units, or GPUs, that are used to train large models.
Huang on Wednesday aimed to assure investors that the world’s most valuable company can keep up its blockbuster growth with the help of a broad base of customers and that new products will help it beat the $1 trillion in sales it has forecast for its flagship AI chips.
During an earnings call on Wednesday, Huang said Nvidia’s new “Vera” central processors give it access to a new $200 billion market.
Speaking to reporters upon arrival in Taipei on Saturday and asked if that forecast included China, he said: “I would think so.”
Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China’s own chip suppliers.
U.S. President Donald Trump’s talks with Chinese President Xi Jinping in Beijing this month produced no immediate breakthrough for Nvidia to sell H200 chips. Huang was also there as part of the U.S. delegation.
Reuters reported last week that the U.S. has cleared around 10 Chinese firms to buy Nvidia’s second-most powerful AI chip, the H200, but not a single delivery has been made so far.
“H200 has been licensed to ship to China. It would be terrific to be able to serve that market. The Chinese market is very important. It’s very large, of course,” Huang said, speaking at Taipei’s downtown Songshan airport.
Huang is in Taipei ahead of next month’s Computex trade show.
He said he would also meet with TSMC while in Taiwan, the world’s largest contract chipmaker which makes many of the advanced semiconductors powering the trend towards AI.
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