Nvidia says China included in $200-billion CPU market forecast

Nvidia says China included in 0-billion CPU market forecast

By Reuters Videos
Publication Date: 2026-05-23 17:02:00

<span>STORY: Nvidia CEO Jensen Huang signaled on Saturday, his company sees major long-term opportunities in China, despite tensions arising from the U.S.-China technological race.</span><span>Huang spoke to reporters after landing in Taipei, ahead of a major trade show there.</span><span>He was asked whether the world’s second largest economy was part of the $200-billion market forecast he mentioned during Nvidia’s earnings call on Wednesday.</span><span>“I would think so. $200 billion is not today, it’s someday. And it includes all the data centers, CPUs. This is a new market for us.”</span><span>:: Nvidia</span><span>CPUs, or central processing units, are becoming more important as companies move toward agentic AI, which are systems that can perform tasks more independently.</span><span>The shift is expanding demand beyond GPUs – or graphics processing units – the chips Nvidia is best known for, widely used to train large AI models.</span><span>:: Archive</span><span>In face of rising competition, Huang has tried to assure investors that the world’s most valuable company can keep up its blockbuster growth with its broad base of customers. </span><span>He has also been positive that new products will help the company beat the $1 trillion in sales it has forecast for its flagship AI chips.</span><span>“‘Vera’ is a really exciting CPU, I’ll tell you more about it next week…”</span><span>:: Nvidia</span><span>But Nvidia’s H200 chip still faces hurdles in China.</span><span>The U.S. government has granted…</span>