Nvidia CEO Says $200 Billion CPU Market Forecast Covers China

CNBC reported Saturday that Nvidia CEO Jensen Huang confirmed the company’s Nvidia CPU market forecast of $200 billion encompasses China, despite persistent friction in U.S.-China technology trade relations.

Speaking to journalists at Taipei’s Songshan Airport on Saturday, Huang was asked directly whether China featured in that figure. His answer was brief but significant. “I would think so,” he said.

Vera CPUs Open a New Front for Nvidia

The $200 billion projection was first aired during Nvidia’s earnings call on Wednesday. Huang told investors that the company’s new “Vera” central processors unlock an entirely separate addressable market from the GPU business that made Nvidia the world’s most valuable company.

CPUs have gained new strategic importance as enterprise and consumer demand shifts toward agentic AI. Unlike large model training, which relies heavily on GPUs, these autonomous AI systems draw on a broader hardware mix. Nvidia believes that shift creates fresh growth headroom.

Huang also reaffirmed that Nvidia expects its flagship AI chip line to generate more than $1 trillion in cumulative sales, pointing to a wide customer base as the engine behind that target.

H200 Deliveries Remain Stalled in China

The China opportunity remains theoretical for now. Nvidia holds U.S. government licenses to ship its H200 AI chips to Chinese buyers, but Chinese regulatory approvals have not materialized. Beijing has been actively backing domestic chip suppliers, complicating the path for foreign vendors.

Huang attended President Trump’s meetings with Chinese President Xi Jinping in Beijing earlier this month as part of the U.S. delegation, but the talks produced no immediate breakthrough for Nvidia’s China sales. Reuters reported last week that roughly ten Chinese companies have received U.S. clearance to purchase H200 chips. Not a single delivery has been completed.

“The Chinese market is very important. It’s very large, of course,” Huang said, calling the ability to serve that market “terrific” if approvals eventually come through.

Taiwan Partnerships and a Busy Second Half

Huang arrived in Taipei ahead of next month’s Computex trade show. He confirmed he would meet with TSMC, Nvidia’s primary chip fabricator, during the visit.

Asked whether Nvidia planned investments in Taiwan’s supply chain to mirror AMD’s recently announced $10 billion commitment to the island’s AI sector, Huang suggested Nvidia’s existing support for local partners already exceeds that figure, though no formal announcement has been made.

He added that production ramp-up of Nvidia’s combined Vera Rubin platform, which pairs the Vera CPU with the Rubin GPU architecture, will keep Taiwan’s supply chain “very busy” through the second half of 2026.

Separately, Taiwanese prosecutors confirmed Thursday they are investigating three individuals suspected of illegally exporting AI servers containing Nvidia chips. Huang said Nvidia holds its partners to strict compliance standards on export rules.

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