Reuters
23 May 2026, 10:09 UTC · 2h ago
Source · https://www.reuters.com/world/china/nvidia-says-its-forecast-200-billion-cpu-market-includes-china-2026-05-23/
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Nvidia CEO Jensen Huang forecasts a $200 billion market for CPUs that includes China. — A massive projected TAM (Total Addressable Market) indicates significant growth potential and long-term revenue opportunities.
+0.60Nvidia maintains its outlook for significant long-term demand in the Chinese market despite ongoing U.S.-China technology tensions. — Management confidence suggests the company believes it can navigate trade restrictions to maintain a presence in a critical global market.
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CEO signals significant long-term demand in the CPU market, including China.
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