The company is broadening its focus beyond GPUs, positioning CPUs as a major growth driver in the era of agentic artificial intelligence.
Nvidia is continuing to view China as a key market for its future growth, even as export restrictions and geopolitical tensions complicate business between the world’s two largest economies.
Speaking in Taipei, Nvidia CEO Jensen Huang said the company’s projected $200 billion opportunity in the central processing unit (CPU) market includes China. The comment highlights Nvidia’s confidence in long-term demand from Chinese customers despite ongoing regulatory hurdles.
The company is increasingly expanding beyond its traditional GPU business as artificial intelligence moves toward agentic AI systems capable of carrying out tasks independently. This shift is expected to drive demand for both CPUs and GPUs, creating new growth opportunities for Nvidia.
Earlier this week, Huang told investors that Nvidia’s newly introduced Vera CPU architecture opens access to a potential $200 billion market. Vera will be integrated into the company’s next-generation Vera Rubin platform, which combines advanced CPU and GPU technologies for AI workloads.
China remains an important market for Nvidia’s AI ambitions. Huang said the company has obtained U.S. government licenses to sell its H200 AI chips to Chinese customers. However, shipments have not yet begun as regulatory approvals from Chinese authorities are still pending.
The H200 is Nvidia’s second-most powerful AI processor available for export and is expected to help meet growing demand for AI computing infrastructure in China. Huang described the Chinese market as both large and strategically significant for the company.
During his visit to Taiwan, Huang is also expected to meet executives from TSMC, Nvidia’s primary manufacturing partner. The company is currently ramping up production of its Vera Rubin platform, a move that is expected to boost activity across Taiwan’s semiconductor supply chain during the second half of the year.
Huang also addressed concerns over the illegal diversion of AI hardware after Taiwanese authorities launched an investigation into suspected exports of AI servers containing Nvidia chips. He emphasized that Nvidia maintains strict compliance standards and expects all partners to follow export-control regulations.
The remarks underscore Nvidia’s efforts to expand its AI ecosystem while balancing growth opportunities with increasing regulatory and geopolitical challenges in the global semiconductor industry.
