Nvidia CEO says China is included in company's $200 billion CPU market forecast

Nvidia CEO Jensen Huang stated that the company's $200 billion market forecast for CPUs (central processing units) includes China, despite U.S.-China technological tensions. Huang made the comment after landing in Taipei ahead of a major trade show.

CPUs are becoming more important as companies shift toward agentic AI (systems that can perform tasks more independently), expanding demand beyond GPUs (graphics processing units), which Nvidia is best known for.

Nvidia's H200 chip faces regulatory hurdles in China: the U.S. government has licensed the company to sell it there, but Chinese officials have not yet approved it as Beijing supports domestic chipmakers.