NVIDIA's Jensen Huang Declares China A 'Very Important' Market

NVIDIA Corp. (NASDAQ:NVDA) continued expanding its AI footprint in Taiwan and China as CEO Jensen Huang highlighted growing demand for AI infrastructure, plans for a new headquarters in Taipei, and the company’s long-term confidence in the CPU and AI markets.

Advances Taiwan Headquarters Project

NVIDIA said Huang will attend an employee event in Taipei tomorrow to celebrate the launch of the company’s planned Taiwan headquarters project at Beitou Shilin Technology Park.

After arriving in Taiwan last week, Huang said he planned meetings with Quanta Computer chairman Barry Lam and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) chairman C.C. Wei, while also attending the ceremonial groundbreaking event, Taipei Times reported on Tuesday.

Taipei Mayor Chiang Wan-an said the project demonstrates Taipei’s growing role in the global AI ecosystem and reflects NVIDIA’s confidence in the city’s future development.

However, Taipei Construction Management Office Director Yu Chi-hsueh said NVIDIA has not yet applied for the required construction permit or completed the city’s urban design review process needed before formal construction can begin.

NVIDIA’s Jensen Huang Highlights AI Infrastructure Growth

Huang is also scheduled to deliver a keynote speech at Computex Taipei next week, where he will discuss AI infrastructure and next-generation computing trends.

Taiwan External Trade Development Council (TAITRA) said Marvell Technology Inc. (NASDAQ:MRVL) chairman and CEO Matt Murphy will join Huang on stage for a keynote session focused on how connectivity and collaboration could support the development of next-generation AI infrastructure.

Sees Long-Term CPU Opportunity Including China

Speaking in Taipei, Huang said NVIDIA’s projected $200 billion CPU market opportunity includes China, underscoring the company’s continued interest in the Chinese market despite ongoing U.S.-China technology restrictions, Reuters reported on Saturday.

Huang recently told investors that NVIDIA’s new Vera CPUs expand the company’s addressable market beyond graphics processing units (GPUs) as demand rises for agentic AI systems that require broader computing architectures.

He described China as a “very important” and “very large” market after the U.S. granted licenses allowing NVIDIA to sell H200 chips to Chinese customers. However, no deliveries have occurred to date. Reuters previously reported that the U.S. approved roughly 10 Chinese firms to purchase H200 chips.

NVIDIA Deepens Taiwan Supply Chain Partnerships

Huang said NVIDIA has already invested heavily in Taiwan’s semiconductor ecosystem through long-standing partnerships, even though the company has not formally announced a large investment program similar to Advanced Micro Devices, Inc.’s (NASDAQ:AMD) recent $10 billion Taiwan initiative.

He added that NVIDIA is ramping production of its Vera Rubin platform — which combines Vera CPUs with Rubin GPUs — creating what he described as a “very busy second half” for Taiwan’s semiconductor supply chain.

NVIDIA is a leading developer of GPUs, and its chips began as a way to improve the performance of gaming PCs. Over time, GPUs became a core building block for artificial intelligence because they’re well-suited for the parallel computing needed to train and run large language models.

Beyond the hardware, NVIDIA also sells the CUDA software platform, which helps developers build and train AI models and can deepen customer lock-in over time. The company is also expanding into data center networking, aiming to connect large GPU clusters so customers can run larger, more complex workloads.

Earnings & Analyst Outlook

Looking further out, the next major catalyst for the stock arrives with the August 26, 2026 (estimated) earnings report.

• EPS Estimate: $2.05 (Up from $1.04 YoY)
• Revenue Estimate: $91.71 Billion (Up from $46.74 Billion YoY)
• Valuation: P/E of 33.0x (Indicates premium valuation relative to peers)

Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $318.12. Recent analyst moves include:

• UBS: Buy (Raises forecast to $280.00) (May 21)
• Evercore ISI Group: Outperform (Raises forecast to $413.00) (May 21)
• Keybanc: Overweight (Raises forecast to $310.00) (May 21)

NVIDIA Price Action

NVDA Price Action: NVIDIA shares were up 0.88% at $217.22 during premarket trading on Tuesday, according to Benzinga Pro data.

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