Nvidia Corporation CEO Jensen Huang has confirmed that China remains part of Nvidia’s projected $200 billion market opportunity for CPUs, highlighting the company’s long-term confidence in the Chinese technology market despite ongoing U.S.-China trade restrictions.
Speaking to reporters in Taipei on Saturday, Huang said he believes China is included in Nvidia’s forecast for the rapidly growing CPU sector. His comments came days after the company revealed that its new “Vera” central processing units could unlock a massive new business opportunity beyond Nvidia’s traditional GPU market.
CPUs Gain Importance in the AI Industry
Central processing units are becoming increasingly important as companies shift toward agentic AI systems capable of performing autonomous tasks. While Nvidia is widely known for its graphics processing units (GPUs) used to train artificial intelligence models, the company is now expanding deeper into CPU technologies.
During Nvidia’s recent earnings call, Huang assured investors that the company could maintain its exceptional growth momentum with support from a broad customer base and upcoming product launches.
He also stated that Nvidia expects its next-generation AI products to help the company surpass its projected $1 trillion in AI chip sales.
Nvidia Still Waiting for China Approvals
Although the U.S. government has granted Nvidia licenses to sell its H200 AI chips to China, the company is still awaiting approval from Chinese regulators. China has been actively supporting domestic chipmakers in response to growing restrictions on advanced U.S. technology exports.
According to reports, the U.S. recently cleared around 10 Chinese firms to purchase Nvidia’s H200 chips. However, no shipments have reportedly been delivered so far.
Huang emphasized the importance of the Chinese market, describing it as large and strategically valuable for Nvidia’s future growth.
Taiwan Supply Chain Remains Key for Nvidia
Huang is currently visiting Taiwan ahead of the upcoming Computex trade show. During his trip, he is expected to meet with Taiwan Semiconductor Manufacturing Company, commonly known as TSMC, which manufactures many of Nvidia’s advanced AI chips.
He also revealed that Nvidia is ramping up production of its Vera Rubin platform, which combines Vera CPUs and Rubin GPUs. Huang said this expansion would create a busy second half of the year for Taiwan’s semiconductor supply chain.
Nvidia Addresses AI Chip Smuggling Concerns
Huang also commented on recent investigations involving AI chip smuggling. Taiwanese authorities are investigating individuals suspected of illegally exporting AI servers containing Nvidia chips that fall under U.S. export controls.
The Nvidia CEO said the company strictly informs partners about compliance requirements and expects all regulations to be followed. He added that hardware manufacturer Super Micro Computer, Inc. must strengthen its internal compliance measures to prevent future violations.
