Nvidia CEO says $200 billion CPU market forecast includes China amid U.S.-China tensions

Nvidia CEO Jensen Huang stated that his forecast of a $200 billion market for CPUs includes China. Huang said the company's new 'Vera' central processors give it access to this market, which encompasses demand for systems that perform autonomous functions beyond graphics processing units used to train large models.

Nvidia has received licenses from the U.S. government to sell its H200 chips to China, but no deliveries have been made so far. Huang said he would meet with TSMC (the world's largest contract chipmaker) while in Taiwan.

Huang emphasized that the Chinese market is important and large, stating 'It would be terrific to be able to serve that market.' Asked about Nvidia's investments in Taiwan's supply chain, he noted the company has invested in and supported partners there.