KATHMANDU: Nvidia CEO Jensen Huang said the United States-based semiconductor giant continues to view China as a critical long-term market despite tightening US export controls on advanced artificial intelligence (AI) chips.

Speaking during a visit to Taipei ahead of the Computex technology exhibition, Huang said Nvidia’s projected USD 200 billion market for central processing units tied to agentic AI systems also includes China.

Huang noted that AI demand is increasingly expanding beyond graphics processors used for training large models, with companies now investing heavily in CPUs capable of supporting autonomous AI functions.

He further highlighted growing production of Nvidia’s Vera Rubin AI platform and closer cooperation with Taiwanese semiconductor suppliers, particularly TSMC, which manufactures many of Nvidia’s advanced chips.

Nvidia has received licenses from the US government to sell H200 AI chips to China, though deliveries remain pending amid continuing regulatory restrictions and geopolitical tensions between the United States and China.

Huang’s remarks came as competition in the global AI sector intensifies and major technology firms continue expanding investment in Taiwan’s semiconductor ecosystem.