Nvidia Chief Executive Jensen Huang told reporters on arrival in Taipei that his projection of a $200 billion addressable market for the company’s new central processors includes China. The comment underscored Nvidia’s view that long-term demand for CPUs - distinct from graphics processing units - will be broad, even amid ongoing geopolitical and regulatory frictions.
Huang’s remarks came after he had identified the company’s new "Vera" central processors as an avenue for entering a large, roughly $200 billion market. He was speaking to reporters at Taipei’s downtown Songshan airport and, when asked whether his market estimate incorporated China, answered: "I would think so."
The chief executive emphasized the significance of the Chinese market, saying it would be "terrific to be able to serve that market" and that it is "very important" and "very large, of course." At the same time, he acknowledged there are outstanding approvals that affect the company’s ability to ship certain AI chips to China.
U.S. authorities have issued licenses permitting Nvidia to export its H200 AI chips, but Chinese regulators have not provided the approvals needed for deliveries to proceed. Talks between the U.S. and China earlier this month did not produce an immediate breakthrough enabling Nvidia to sell H200 chips more freely, and while U.S. clearance has been granted for about 10 Chinese firms to acquire the H200, no deliveries have been made so far.
Huang reiterated that the H200 has been licensed to ship to China and framed access to the market as strategically important. He made the comments while in Taipei ahead of next month’s Computex trade show, and he said he would meet with Taiwan Semiconductor Manufacturing Co. (TSMC), which manufactures many of the advanced semiconductors that underpin the broader AI transition.
The company is positioning CPUs as central to a shift toward agentic AI - systems that perform autonomous functions - which broadens demand beyond GPUs that are commonly used to train large models. Huang has also indicated that Nvidia expects new products to contribute to reaching substantial long-term sales targets for its AI chips.
Contextual note - Specific regulatory steps and the timing of any shipments to China remain unresolved based on the information presented. Huang’s comments reflect Nvidia’s market outlook but do not change the current status of approvals or deliveries.