Nvidia says its forecast for $200 billion CPU market includes China
Corroborated by 4 sources from 4 publishers
TL;DR
Reports differ across sources; according to cnbc.com, nvidia CEO Jensen Huang said on Saturday that his forecast of a $200 billion market for CPUs includes China, signaling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions.
Sources
1
Bloomberg Technology
https://www.bloomberg.com/news/articles/2026-05-23/nvidia-ceo-urges-super-micro-to-tighten-up-amid-taiwan-crackdown
2
CNBC 100727362
https://www.cnbc.com/2026/05/23/nvidia-forecast-for-200-billion-cpu-market-includes-china.html
3
Investing.com News
https://www.investing.com/news/stock-market-news/nvidia-ceo-calls-for-stricter-compliance-as-super-micro-exports-face-scrutiny-4708044
4
Seeking Alpha Market News
https://seekingalpha.com/article/4908298-nvidia-is-becoming-ai-economy?source=feed_all_articles
5
Investing.com News
https://www.investing.com/news/stock-market-news/nvidia-says-its-forecast-for-200-billion-cpu-market-includes-china-4708031