Nvidia CEO Jensen Huang indicated that the group's forecast for a processor market estimated at $200 billion also included China, confirming that the American giant continues to see strong potential demand in this strategic market.
Speaking in Taipei on Saturday, the executive said that China remained included in the company's growth projections, despite technological restrictions and ongoing tensions between Washington and Beijing over semiconductors.
Nvidia is increasingly banking on the evolution of the processor market, particularly with the rise of so-called "agentive" artificial intelligence, in which systems are capable of executing tasks autonomously. This trend is expanding demand beyond just graphics processing units (GPUs), traditionally used for training AI models.
During a recent earnings call, Jensen Huang explained that the new "Vera" CPUs opened up an additional market for Nvidia, estimated at $200 billion. The company is thus seeking to consolidate its dominant position in a rapidly expanding sector.
The executive also emphasized the group's ambitions to continue its rapid growth through customer diversification and the development of new artificial intelligence chips. He mentioned the possibility of exceeding sales targets for its flagship products in the coming years.
Asked about the possibility of selling the H200 AI chip in China, Jensen Huang replied that such a prospect would be "great", illustrating the strategic importance of the Chinese market despite US regulatory constraints.
These statements come amid intense technological competition between the United States and China, where semiconductors have become a major issue of economic and geopolitical power.
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