Nvidia Says China Is Included in $200 Billion CPU Market Forecast
Updated
Updated · Reuters · May 23
Nvidia Says China Is Included in $200 Billion CPU Market Forecast
13 articles · Updated · Reuters · May 23
Jensen Huang said Nvidia’s new $200 billion CPU market opportunity includes China, underscoring the company’s view that long-term demand there remains significant despite U.S.-China tech curbs.
The forecast centers on Nvidia’s Vera CPUs, which Huang has pitched as opening a major new market as agentic AI broadens demand beyond GPUs used mainly to train large models.
Huang also said it would be “terrific” to sell H200 AI chips in China; the chips have U.S. export licenses, but Chinese approval has not come and no deliveries have been made.
In Taipei, Huang said Nvidia is ramping production of its Vera Rubin platform, pointing to a busy second half for Taiwan suppliers as he prepares to meet TSMC ahead of Computex.
The comments come as Nvidia faces tighter scrutiny over China-linked exports, with Taiwanese prosecutors probing suspected illegal shipments of Super Micro servers containing restricted Nvidia chips.
As agentic AI creates a CPU supply crisis, can Nvidia's new Vera chip truly dominate this $200 billion market?
Can Nvidia's China ambitions survive a US blacklist that could target over 20,000 Chinese firms?
Nvidia’s $20 Billion CPU Bet: How Vera and the Rubin Platform Are Powering the Agentic AI Revolution
Overview
Nvidia, long known for its high-performance GPUs, has strategically expanded into the CPU market to become a strong competitor in this space. The company released its own CPUs for data centers in 2023, with the Vera CPU now in full production and expected to generate multi-billion dollar revenue. Nvidia is developing an Arm-based CPU but remains platform agnostic, investing in both Arm and x86 architectures to ensure flexibility and a strong market position. This approach allows Nvidia to address the growing demand for AI workloads, positioning itself as a key player in the evolving AI infrastructure landscape.