Jensen Huang says Nvidia still sees huge China demand

Anabelle Colaco
27 May 2026, 07:10 GMT+10

Nvidia Chief Executive Officer Jensen Huang said on May 23 that China remains part of the company’s projected US$200 billion market for central processing units
This signals Nvidia still sees major long-term opportunities in the country despite ongoing U.S.-China technology tensions
The comments come as Nvidia seeks to reassure investors that it can sustain rapid growth by expanding beyond GPUs into CPUs used in artificial intelligence systems

TAIPEI, Taiwan: Nvidia Chief Executive Officer Jensen Huang said on May 23 that China remains part of the company's projected US$200 billion market for central processing units, signaling Nvidia still sees major long-term opportunities in the country despite ongoing U.S.-China technology tensions.

Speaking to reporters after arriving in Taipei ahead of next month's Computex trade show, Huang said Nvidia's forecast for its new CPU business included China. "I would think so," Huang said when asked whether the company's estimate included the Chinese market.

The comments come as Nvidia seeks to reassure investors that it can sustain rapid growth by expanding beyond graphics processing units (GPUs) into CPUs used in artificial intelligence systems.

On an earnings call earlier this week, Huang said Nvidia's new "Vera" processors could help the company tap into a new $200 billion market as businesses increasingly adopt "agentic AI" systems capable of performing autonomous tasks.

Nvidia has been navigating growing restrictions on sales of advanced AI technology to China.

The company has received licenses from the U.S. government to export its H200 AI chips to China, but Chinese authorities have not yet approved the sales, as Beijing continues to support domestic chipmakers.

Earlier this month, Huang joined the U.S. delegation during President Donald Trump's visit to Beijing, but the talks produced no immediate breakthrough for Nvidia's H200 chip sales in China.

Reuters reported last week that the United States had approved around 10 Chinese companies to purchase H200 chips, although no deliveries have taken place so far.

"H200 has been licensed to ship to China. It would be terrific to serve that market. The Chinese market is very important. It's very large, of course," Huang said at Taipei's Songshan airport.

Huang also highlighted Nvidia's close ties to Taiwan's semiconductor supply chain.

He said the company had invested heavily in Taiwanese partners and would meet Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, during his visit.

"We haven't announced anything in the past, but we've invested in and supported our partners here far more than that," Huang said when asked whether Nvidia planned further investment in Taiwan.

He added that Nvidia was ramping up production of its Vera Rubin platform, which combines the company's Vera CPU and Rubin GPU architectures, creating "a very busy second half" for Taiwan's technology supply chain.

Meanwhile, Taiwanese prosecutors are investigating three people suspected of illegally exporting AI servers containing Nvidia chips that are subject to U.S. export controls.

Asked about the issue, Huang said Nvidia strictly explains regulations to its partners and expects them to comply with all laws.

"Ultimately, Super Micro has to run its own company," Huang said. "I hope that they will enhance and improve their regulation compliance and avoid that from happening in the future."

The U.S. Justice Department charged three people linked to Super Micro in March over allegations they helped smuggle $2.5 billion worth of American AI technology into China.