Nvidia CEO Jensen Huang said Saturday that his forecast for a $200 billion global CPU market includes demand from China, indicating that the company still sees sustained demand amid the ongoing US-China tech tensions.
Primarily, central processing units have come into the spotlight as companies and businesses move toward agentic AI—moving beyond the processing units used to train large language models.
Huang wants to satisfy investors that the world’s most valuable company can maintain its unprecedented growth with the help of a broader base of customers and that new products will help it beat the estimated $1 trillion in sales for its flagship AI chips.
Talks between President Trump and Chinese President Xi Jinping in Beijing this month did not yield an immediate path for Nvidia to sell H200 chips. As reported reutersThe US has approved about 10 Chinese companies to buy Nvidia’s second most powerful AI accelerator.
“The H200 has been licensed to be shipped to China. It will be great to be able to serve that market. The Chinese market is very important. It’s definitely huge,” Huang said, speaking at Songshan Airport in downtown Taipei.
Jensen Huang is currently in Taipei and looking forward to meeting TSMC in Taiwan. Notably, it is one of the largest contract chip manufacturers, producing many next-generation chips powering emerging trends toward AI.
