Nvidia includes China in forecast

Nvidia CEO Jensen Huang confirmed that his company's $200 billion market forecast for CPUs includes significant long-term demand from China.

The statement signals that Nvidia remains committed to the Chinese market despite ongoing U.S. technology restrictions and export controls.

Huang emphasized that the global AI boom is driving unprecedented demand for advanced computing power, with Chinese firms seeking to build their own autonomous systems.

The company's strategy highlights the complex balancing act for tech giants operating in a polarized global landscape.