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00:02NVIDIA CEO Jensen Huang said his projected $200 billion CPU market includes China,
00:09signaling continued long-term demand there amid U.S.-China tech tensions, according to Reuters.
00:14CPUs are gaining prominence as agentic AI adoption expands chip demand beyond the GPUs
00:20traditionally used for training large models. Speaking to reporters at Taipei's Songshan Airport,
00:25Huang said NVIDIA has received U.S. licenses to sell H-200 chips to China,
00:31but has not received approval from Chinese officials.
00:34Reuters reported the U.S. cleared about 10 Chinese firms to buy H-200 chips,
00:39but no deliveries have been made.
00:41Huang also said NVIDIA has invested in Taiwan's supply chain
00:45and is ramping up production of its Vera Rubin platform,
00:48calling for a very busy second half for Taiwan's supply chain.
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00:55the authorizedor at the U.S.
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