Nvidia forecasts $200B CPU market that includes China, even as export controls cloud near-term revenue
Nvidia has projected a $200 billion total addressable market for CPUs, which includes demand from China. However, the company's guidance for the next quarter excludes any revenue from data center compute in China due to ongoing export controls. CEO Jensen Huang emphasized the distinction between long-term market potential and short-term revenue realities.
- ▪Nvidia forecasts a $200 billion CPU market that includes demand from China.
- ▪The company's guidance for the next quarter excludes any revenue from data center compute in China.
- ▪Nvidia recently reported record revenue of $81.6 billion for Q1 FY2027.
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Nvidia forecasts $200B CPU market that includes China, even as export controls cloud near-term revenue Jensen Huang draws a sharp line between long-term opportunity and short-term reality, projecting massive CPU demand while excluding China from next quarter's guidance. Share Add us on Google by Editorial Team May. 23, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); Nvidia CEO Jensen Huang just told the world that the company’s…
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