US EditionWill Nvidia (NVDA) Stock Crash? New RTX6000D Chip Finds No Buyers
Chinese tech firms hesitate to order Nvidia's RTX6000D chip due to high cost, competition from cheaper grey market alternatives, and regulatory uncertainties including U.S. export restrictions.
- Nvidia started delivering its RTX6000D AI processor this week, a model specifically developed for the Chinese market, but it has encountered weak demand from major technology companies.
- The lukewarm interest follows U.S.-China trade tensions and export restrictions limiting chip performance, complicating Nvidia's sales in China.
- The RTX6000D, based on Blackwell architecture with 1,398 GB/s memory bandwidth, costs about 50,000 yuan , but lags behind cheaper, banned RTX5090 chips available via grey market.
- JPMorgan expects 1.5 million RTX6000Ds in production this year’s second half, while Morgan Stanley projects two million in the pipeline despite tepid orders.
- Beijing recently accused Nvidia of violating anti-monopoly law, adding uncertainty, while Nvidia denies backdoor risks and seeks Washington approval for the more powerful B30A chip.
14 Articles
14 Articles
Nvidia's new RTX6000D chip for China finds little favor, sources say
Nvidia's RTX6000D, its newest artificial intelligence (AI) chip tailored for the Chinese market, has seen only lukewarm demand with some major tech firms opting not to place orders, two people with knowledge of procurement discussions said.The RTX6000D,
Nvidia's New RTX6000 AI Chip Met With Dismal Demand From Chinese Firms - Nemos News Network
Nvidia’s New RTX6000 AI Chip Met With Dismal Demand From Chinese Firms Nvidia’s RTX6000D, its newest artificial intelligence chip tailored for the Chinese market, has seen lukewarm demand with some major tech firms going so far as not placing any orders, the SCMP reported citing sources. The reason for the snub: the RTX6000D, designed mainly for AI inference tasks, is seen as expensive for what it does (just wait until the rest of Nvidia’s pro…
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