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.