technology
Nvidia CEO Says $200 Billion CPU Forecast Includes China
Nvidia CEO Jensen Huang stated that the company's $200 billion central processor market forecast includes China. He also discussed H200 chip licensing and production plans for the Vera Rubin platform.
May 23, 8:25 AM·1m read1 source
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Nvidia CEO Jensen Huang said the company's forecast for a $200 billion central processing unit market includes China. Huang made the comment on Saturday while speaking to reporters at Taipei's Songshan airport. -China technology tensions.
Huang said on Wednesday during an earnings call that Nvidia's new Vera central processors open access to the $200 billion market. Central processing units are gaining demand as companies develop agentic AI systems that perform autonomous functions. Huang said the Vera Rubin platform, which pairs the Vera CPU with Rubin GPUs, will create a busy second half for Taiwan's supply chain.
U.S. government licenses to sell its H200 chips to China but has not received approval from Chinese officials. He added that no H200 deliveries have been made so far. Huang said the Chinese market remains important and large. He noted that President Donald Trump met Chinese President Xi Jinping in Beijing this month without an immediate breakthrough on H200 sales.
Huang said Nvidia has been rigorous in explaining export rules to partners and requires compliance. He said responsibility for compliance rests with companies such as Super Micro. Huang is scheduled to meet with TSMC while in Taiwan ahead of next month's Computex trade show.
