Nvidia’s $200B Vera CPU TAM Hinges on China Approval and Compliance
NVDA•Nvidia CEO Jensen Huang forecasts a $200 billion total addressable market for its new Vera CPU series, explicitly including China’s demand despite pending local approval for H200 shipments. Huang also pressed partners for tighter compliance after Taiwanese authorities detained executives over alleged AI chip export violations.
1. Vera CPU Market Forecast
During the recent earnings call, Jensen Huang unveiled a $200 billion total addressable market for Nvidia’s Vera central processing units, marking the company’s strategic expansion beyond GPU-centric AI computing into CPU-driven agentic AI systems.
2. China Inclusion and Approval Risks
Huang confirmed that China is included in the Vera TAM projection, yet noted that Nvidia has not yet received official Chinese government approval to ship its H200 chips, highlighting potential delays in converting demand into sales.
3. Strengthening Partner Compliance
In response to the detention of Taiwanese partners’ executives over alleged export-document forgery, Nvidia has urged all partners to tighten compliance protocols to ensure adherence to U.S. trade restrictions and safeguard its global supply chain.
