Nvidia CEO Jensen Huang said on Saturday that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions.
Central processing units have taken centre stage as companies and businesses gravitate towards agentic AI – systems that perform autonomous functions – broadening demand beyond graphics processing units, or GPUs, that are used to train large models.
Huang on Wednesday aimed to assure investors that the world’s most valuable company can keep up its blockbuster growth with the help of a broad base of customers and that new products will help it beat the $1 trillion in sales it has forecast for its flagship AI chips.
During an earnings call on Wednesday, Huang said Nvidia’s new “Vera” central processors give it access to a new $200 billion market.
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