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CEO Jensen Huang signaled on Saturday, his company sees major long-term opportunities in China.
Nvidia CEO Jensen Huang confirmed the $200 billion market estimate includes China as a significant component.
KEY POINTS
- Nvidia plans to expand into CPUs, not just GPUs, targeting agentic AI and data center markets.
- Nvidia will reveal more details about a new CPU product called 'Vera' next week.
- Although the U.S. licensed Nvidia's H200 chip for China, Beijing has not approved its sale yet.
COMPANIES
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