Home / Business and Economy / Nvidia CEO Eyes $200B China CPU Market Despite US Tensions
Nvidia CEO Eyes $200B China CPU Market Despite US Tensions
23 May
Summary
- Nvidia CEO Jensen Huang predicts a $200 billion market for CPUs, including China.
- Agentic AI is broadening demand for CPUs beyond traditional GPUs.
- Huang will meet with TSMC while visiting Taiwan ahead of Computex.
Nvidia CEO Jensen Huang stated that his $200 billion market forecast for central processing units (CPUs) includes China, highlighting the region's importance amid US-China technology tensions. This projection underscores a growing demand for CPUs, driven by the shift towards agentic AI systems that perform autonomous functions. The demand is now expanding beyond graphics processing units (GPUs), which were previously the primary focus for training large AI models.
Huang, speaking in Taipei on Saturday, confirmed his optimism about serving the Chinese market, noting its substantial size. While Nvidia has obtained licenses from the US government to sell its advanced H200 chips, final approval from Chinese officials is still pending. The CEO is in Taiwan ahead of the Computex trade show and plans to meet with TSMC, the world's leading contract chip manufacturer.
Recent reports indicated that the US cleared several Chinese firms to purchase Nvidia's H200 chip, though deliveries have not yet commenced. Huang expressed his desire to serve the Chinese market, calling it 'very important' and 'very large.' His visit to Taipei also includes discussions with TSMC, a key partner in manufacturing the advanced semiconductors powering the AI revolution.
