NVIDIA CEO Jensen Huang confirmed in Taipei that his $200 billion CPU market forecast includes China. This projection signals sustained long-term demand despite ongoing U.S.-China technology tensions. The rise of agentic AI systems drives this growth by expanding requirements beyond traditional training GPUs.
NVIDIA is increasing production of its new Vera Rubin platform. This architecture integrates both CPU and GPU components. The ramp-up suggests a busy second half of the year for the company and its supply chain partners.
Huang issued these comments ahead of the Computex trade show. He is also expected to meet with key manufacturing partner TSMC while in Taipei.