Nvidia says its forecast for $200 billion CPU market includes China

Nvidia CEO Jensen Huang reiterated on Saturday that the company’s $200 billion forecast for the CPU market includes China, signaling continued confidence in long-term demand despite U.S.-China technology restrictions. Speaking to reporters at Taipei’s Songshan airport, Huang said China remains a critical market, though no H200 chip deliveries have occurred despite U.S. export licenses being granted to around 10 Chinese firms. Huang previously stated during an earnings call that Nvidia’s new 'Vera' central processors open access to this $200 billion market, reinforcing the company’s push beyond GPUs into broader AI-driven applications. He emphasized that Nvidia’s growth strategy relies on a diverse customer base and upcoming products to surpass its $1 trillion sales target for AI chips. The U.S. government has approved licenses for H200 chips to be sold to China, but Chinese officials have yet to approve their use, complicating sales. Huang attended recent U.S.-China talks in Beijing alongside President Donald Trump but noted no immediate breakthrough for H200 shipments. He described the Chinese market as 'very important' and 'very large,' expressing hope for future sales. Huang’s visit to Taiwan coincides with preparations for next month’s Computex trade show, where he plans to meet with TSMC, the world’s largest contract chipmaker. TSMC manufactures advanced semiconductors powering AI trends, further aligning Nvidia’s expansion with Taiwan’s semiconductor leadership.