In Taipei on May 23, Nvidia CEO Jensen Huang said the company’s estimate of a US$200 billion market for its new Vera CPU includes China, showing Nvidia still expects significant long-term demand there despite US-China tech curbs.

Huang told investors on May 21 that Vera opens a new US$200 billion market as AI infrastructure spending expands beyond graphics processing units, or GPUs.

The company describes Vera as the host central processing unit, or CPU, in accelerated systems for reinforcement learning and agentic AI, and as a standalone CPU platform.

The comments come as the US allows H200 exports to China on a case-by-case basis for approved customers under security conditions.

Sources said China approved a first batch of H200 imports for some buyers, indicating that shipments depend on approvals from both US regulators and Chinese authorities.

🔗 Source: Reuters

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