The head of Nvidia confirmed Saturday that China is part of the company’s ambitious $200 billion central processing unit market projection, indicating the tech giant still anticipates substantial future demand despite ongoing trade tensions between the United States and China.
Jensen Huang, Nvidia’s CEO, made the remarks to reporters after arriving in Taipei on Saturday. When questioned whether his market forecast encompassed China, he responded: “I would think so.”
The focus on central processing units has intensified as corporations increasingly adopt agentic AI technology – automated systems that operate independently – expanding demand beyond the graphics processing units typically used for training large-scale models.
Earlier this week, Huang worked to reassure investors that the world’s most valuable company could maintain its exceptional growth trajectory through a diverse customer base, with new products helping achieve the $1 trillion sales target for its primary AI chips.
During Wednesday’s earnings call, Huang announced that Nvidia’s new “Vera” central processors would open access to the new $200 billion market opportunity.
The company has obtained licenses from U.S. authorities to market its H200 chips but still awaits approval from Chinese regulators, who are promoting domestic chip manufacturers.
Recent discussions between U.S. President Donald Trump and Chinese President Xi Jinping in Beijing failed to produce immediate progress for Nvidia’s H200 chip sales. Huang participated in those talks as part of the American delegation.
Last week, Reuters revealed that approximately 10 Chinese companies received U.S. clearance to purchase Nvidia’s second-most advanced AI chip, the H200, though no shipments have occurred yet.
“H200 has been licensed to ship to China. It would be terrific to be able to serve that market. The Chinese market is very important. It’s very large, of course,” Huang stated while speaking at Taipei’s downtown Songshan airport.
Huang’s visit to Taipei precedes next month’s Computex trade show. He indicated plans to meet with TSMC during his Taiwan visit, the global leader in contract chip manufacturing that produces many advanced semiconductors driving artificial intelligence advancement.
