Business Beyond Politics: NVIDIA Includes China in $200B CPU Market Forecast

Capitalism always finds a workaround. On May 23, 2026, NVIDIA made it unequivocally clear: despite strict US export restrictions, the Chinese market remains a fundamental part of its long-term strategy.

Company CEO Jensen Huang confirmed that the $200 billion forecast for the prospective data center CPU market directly accounts for demand from the PRC. This statement aligns perfectly with our analysis from May 14, when the US selectively permitted the export of H200 chips to 10 Chinese companies. NVIDIA realizes that completely isolating China will only force the accelerated development of local competitors like Huawei (Ascend architecture). To maintain its architectural monopoly (CUDA), the American giant will have to balance between Washington’s demands and the bottomless market of Asian Big Tech.

Source: Reuters / NVIDIA