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Nvidia says its forecast for $200 billion CPU market includes China
Jensen Huang said the new Vera CPU opens a $200 billion market as Nvidia pushes into agentic AI and expects $20 billion in CPU revenue this year.
- On Saturday, Nvidia CEO Jensen Huang confirmed in Taipei that his forecast of a US$200 billion central processing unit market explicitly includes China, signaling continued demand despite US-China technology tensions.
- Nvidia is ramping up production of the Vera Rubin platform to capture the shift toward agentic AI, targeting $20 billion in CPU revenue this year as it expands beyond GPU-led growth.
- The tech giant reported record quarterly revenue surging 85% to $81 billion, and while U.S. licenses permit H200 chip sales to China, no deliveries have been completed to the roughly 10 approved firms.
- Amid a Taiwanese probe into illegal AI server exports, CEO Huang insisted Nvidia remains 'very rigorous' in explaining compliance to partners, asserting that Super Micro must manage its own regulatory responsibilities.
- Rival AMD announced plans to invest more than $10 billion in Taiwan's AI sector to deepen strategic partnerships and expand manufacturing capacity, intensifying competition within the critical semiconductor supply chain.
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Nvidia CEO Jensen Huang Signals Strong China Demand as AI Chip Race Expands Beyond GPUs
Nvidia Chief Executive Jensen Huang said Saturday that the company still sees enormous long-term potential in China’s artificial intelligence market despite escalating technology tensions between ... The post Nvidia CEO Jensen Huang Signals Strong China Demand as AI Chip Race Expands Beyond GPUs first appeared on [your]NEWS.
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R 46%
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