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 gravitate towards agentic AI, broadening demand beyond GPUs.
Huang said Nvidia's new 'Vera' central processors give it access to a new $200 billion market.
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.
'The Chinese market is very important. It's very large, of course,' Huang said in Taipei.
