NVIDIA (NVDA): Forecast of $200 Billion Market for CPUs Includes China, Reports CNBC

NVIDIA (NVDA): Forecast of $200 Billion Market for CPUs Includes China, Reports CNBC Bob Karr Sun, May 31, 2026 at 1:57 PM GMT+2 1 min read NVDA NVIDIA Corporation (NASDAQ: NVDA ) is one of the Best Wide Moat Stocks to Buy According to Wall Street Analysts. On May 23, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)’s CEO Jensen Huang stated that his forecast of a $200 billion market for CPUs includes China. This means that the AI giant still expects significant long-term demand in the market.

NVIDIA (NVDA): Forecast of $200 Billion Market for CPUs Includes China, Reports CNBC The central processing units are in the limelight, with companies and businesses going towards the agentic AI. This helps in enhancing the demand beyond the GPUs, which are utilized in training large models, added CNBC. The CEO believes that NVIDIA Corporation (NASDAQ:NVDA) can maintain its strong growth, thanks to the broad base of customers.

Furthermore, the new products can help beat the $1 trillion in sales the company expects for its flagship AI chips. NVIDIA Corporation (NASDAQ:NVDA)’s earnings call highlighted that its new Vera central processors provide access to the new $200 billion market, noted CNBC. NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, and more.

Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock .

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