NVIDIA CEO Jensen Huang has confirmed that China remains an important part of Nvidia’s long-term growth strategy, despite ongoing technology tensions between the United States and China.
Speaking in Taipei ahead of the upcoming Computex event, Huang said Nvidia’s projected $200 billion CPU market opportunity includes China. The statement highlights the company’s confidence in continued AI demand from Chinese businesses and developers.
During Nvidia’s recent earnings call, Huang introduced the company’s new “Vera” central processing units, which are designed for the growing agentic AI market. Agentic AI systems can perform tasks autonomously, increasing demand for advanced CPUs alongside GPUs used for AI model training.
Huang officially stated, “I would think so,” when asked if China was included in Nvidia’s $200 billion CPU market forecast. He also emphasized the importance of the Chinese market by saying, “The Chinese market is very important. It’s very large, of course.”
Nvidia has reportedly received U.S. government licenses to export its H200 AI chips to China. However, Chinese regulators have not yet approved the chips as the country continues supporting domestic AI chipmakers like Huawei.
The company is also expanding production of its new Vera Rubin AI platform, which combines powerful CPU and GPU technologies. Huang described the coming months as “a very busy second half” for Taiwan’s semiconductor supply chain.
Meanwhile, Nvidia addressed concerns about AI chip smuggling after Taiwanese prosecutors investigated illegal exports involving servers containing Nvidia chips. Huang said Nvidia is “very rigorous” about export compliance and expects partners to follow all international regulations.
With AI demand growing worldwide, Nvidia continues strengthening partnerships with key suppliers like TSMC while balancing complex global trade restrictions.
