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Nvidia says its forecast for $200 billion CPU market includes China
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Nvidia says its forecast for $200 billion CPU market includes China
May 23, 2026 3:27 AM

TAIPEI, May 23 (Reuters) - Nvidia ( NVDA ) CEO Jensen

Huang said on Saturday that his forecast of a $200 billion

market for CPUs includes China, signalling Nvidia ( NVDA ) 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 ( NVDA )

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 ( NVDA ) 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 ( NVDA ) 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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