Nvidia CEO Jensen Huang confirmed in Taipei on Saturday that the company's $200 billion estimate for the central-processor (CPU) market includes China. His remarks indicate Nvidia expects substantial, sustained demand in China despite ongoing US–China technology tensions.
Huang noted the rising value of CPUs is linked to the spread of agent-based artificial intelligence: systems capable of autonomous task execution are expanding demand beyond GPUs used for training large models to include CPUs and other infrastructure.
Previously, at last week's earnings call Huang had highlighted that Nvidia's new "Vera" processor could open a $200 billion market opportunity for the company. In Taipei he added that the US government has granted permission for some sales of Nvidia's H200 chips to Chinese buyers, but Chinese authorities have not yet approved imports, as they seek to bolster domestic chipmakers.
Diplomacy and approvals
Huang participated as part of the US delegation at this year's Beijing talks between US President Donald Trump and Chinese President Hszi Csin-ping, but no breakthrough was reached on broader distribution of Nvidia chips in China. Reuters has reported that the United States cleared roughly ten Chinese companies to buy H200 chips, yet no shipments have taken place so far.
Looking ahead: Vera Rubin platform and Taiwan supply chain
Ahead of next month's Computex trade show, Huang said Nvidia is accelerating production of the Vera Rubin platform, which combines the company's Vera CPU and Rubin GPU architectures. He characterized the move as likely to make for a "very busy second half" for the Taiwanese supply chain. When asked whether Nvidia has made direct investments in the Taiwanese supply chain — following AMD's recent announcement of more than $10 billion in Taiwan investments — Huang declined to give specifics but said Nvidia has invested substantially in supporting its local partners.
Timing and sources
Huang's comments were made on a Saturday in Taipei prior to Computex. The reporting draws on Reuters' coverage. Further developments on Chinese import approvals and actual shipments will determine how fully Nvidia can realize its China-related market expectations.
