# N Nvidia says $200B projection for CPU market includes China.

*semiconductor · news · 2026-05-23 · Seeking Alpha*

## Key points

- Nvidia's $200B CPU market projection explicitly includes demand from China.
- Jensen Huang confirmed China remains integral to Nvidia's growth outlook despite trade tensions.
- Nvidia's forecast clarifies that restricted markets, like China, are part of its future strategy.
- This projection indicates Nvidia still expects substantial revenue from China amid ongoing US export controls.

**Companies:** Nvidia Corporation
**Countries:** China, United States

[Read the full story on Seeking Alpha](https://seekingalpha.com/news/4596484-nvidia-includes-china-200b-projection-for-cpus)

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