US Top News and Analysis | Nvidia says its forecast for $200 billion CPU market includes China
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Nvidia CEO Jensen Huang told investors that the company’s new “Vera” central‑processing units open a $200 billion market opportunity—and that this forecast does indeed include China, despite ongoing U.S.–China technology tensions. He highlighted the shift toward “agentic AI,” which is driving demand for CPUs as well as GPUs, and reiterated Nvidia’s goal of surpassing $1 trillion in sales for its flagship AI chips. Huang also noted that the H200 AI chip has received U.S. export licenses for China, though no deliveries have occurred yet, and emphasized the importance of the Chinese market. While in Taipei ahead of Computex, he said Nvidia has deepened support for its Taiwanese partners and is ramping up production of the Vera‑Rubin platform, which combines the new CPU with the Rubin GPU architecture. Addressing recent investigations into illegal exports of AI servers containing Nvidia chips, Huang said the company is rigorous in enforcing export‑control compliance among its partners.
Read more: https://www.cnbc.com/2026/05/23/nvidia-forecast-for-200-billion-cpu-market-includes-china.html
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