Nvidia’s Jensen Huang says $200 billion CPU market forecast includes China

Nvidia’s CEO Jensen Huang said on Saturday that his forecast of a $200 billion global CPU market includes demand from China, signaling that the company still sees sustained demand amid ongoing US-China technological tensions.

Primarily, the central processing units have taken the spotlight as companies and businesses shift towards agentic AI-moving beyond the processing units used to train large language models.

Huang seeks to satisfy investors that the world’s most valuable company can sustain its phenomenal growth with the help of a broad base of customers and that new products will help it beat the $1 trillion in sales projected for its flagship AI chips.

The talks between President Trump and Chinese President Xi Jinping in Beijing this month yielded no immediate headway for Nvidia to sell H200 chips. As reported by Reuters, the US has cleared around 10 Chinese firms to buy Nvidia’s second most powerful AI accelerator.

“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.

Jensen Huang is currently in Taipei and looking to meet with TSMC in Taiwan. Notably, it is one of the largest contract chipmakers, producing many of the next-generation chips powering the emerging trends toward AI.