CEO Jensen Huang of Nvidia has affirmed that China remains part of\nthe company\u2019s projected $200 billion CPU market, equivalent to\napproximately Rp3.5 trillion. The statement underscores Nvidia\u2019s\ncontinued view of China as a strategic long-term market despite ongoing\nUS-China technological tensions.<\/p>\n
Huang made the remarks upon arriving in Taipei on Saturday, 23 May\n2026, ahead of next month\u2019s Computex technology exhibition. When asked\nif the $200 billion CPU market projection includes China, Huang replied\nsuccinctly, \u2018I think so.\u2019<\/p>\n
The comments come as Nvidia expands its business focus from graphics\nprocessing units (GPUs) to the CPU market, driven by growing demand for\nagentic AI systems capable of autonomous operations.<\/p>\n
Earlier this week, during the company\u2019s earnings presentation, Huang\nstated that Nvidia\u2019s new Vera processor opens up a $200 billion new\nmarket. The firm also believes the new product line will support\naggressive growth and drive sales of its flagship AI chips beyond the $1\ntrillion projection.<\/p>\n
However, Nvidia\u2019s access to the Chinese market remains challenging.\nAlthough the company has obtained a US government licence to sell the\nH200 AI chip, it has yet to secure approval from Chinese authorities,\nwho are accelerating domestic chip industry development.<\/p>\n
Previously, Nvidia appeared resigned to its uncertain fate in China.\nHuang said the company had lost ground in China\u2019s AI chip market to\nlocal giant Huawei.<\/p>\n
This situation stems from US export restrictions on AI chips to\nChina, which instead of weakening China\u2019s position, has motivated\ndomestic players like Huawei to develop AI chips independently.<\/p>\n
Huang has repeatedly highlighted the risk of China\u2019s advancements\nthreatening US dominance in chip and AI development. Despite recent\nsigns of softening from former US President Donald Trump towards China,\nthe progress of China\u2019s chip industry under Xi Jinping appears\nincreasingly independent of US technology.<\/p>\n
China once contributed at least a fifth of Nvidia\u2019s data centre\nrevenue. However, the company has effectively been sidelined from the\nmarket after the Trump administration informed Nvidia in April that\nlicences were required to export chips to China and other nations.<\/p>\n
In an interview with CNBC International, Huang expressed caution\nregarding the prospects of reopening the Chinese market in the near\nterm, telling investors to \u2018expect nothing\u2019 regarding approval to sell\nadvanced chips there.<\/p>\n
\u2018I have no expectations. That\u2019s why we communicate all guidance,\nfigures, and expectations to our analysts and investors to expect\nnothing,\u2019 Huang said.<\/p>", "url": "https:\/\/jawawa.id\/newsitem\/nvidia-unabashedly-eyes-rp3-5tn-chip-market-despite-china-rejection-1780314166", "image": "" }, "sponsor": "Okusi Associates", "sponsor_url": "https:\/\/okusiassociates.com" }