NVIDIA CEO Jensen Huang forecasts $200 billion market for CPUs that includes China, citing demand from agentic AI.

On May 23, CNBC reported that NVIDIA CEO Jensen Huang stated his forecast of a $200 billion market for CPUs includes China, reflecting expected long-term demand.

The shift toward agentic AI (AI systems that autonomously make decisions and perform tasks) is driving demand beyond GPUs, which are used in training large models. NVIDIA's new Vera central processors provide access to this $200 billion market.

NVIDIA expects to achieve $1 trillion in sales for its flagship AI chips, supported by a broad customer base and new product offerings.