Why Nvidia’s RTX6000D AI Chip Is Falling Flat in the Chinese Mainland

Why Nvidia’s RTX6000D AI Chip Is Falling Flat in the Chinese Mainland

🚀 Heads-up tech fam! Nvidia’s latest AI chip for the Chinese mainland, the RTX6000D, just landed – but it's not exactly causing a party. Here’s why:

  • 💸 Price shocker: ~50,000 yuan (~$7K USD), roughly the cost of four high-end gaming laptops!
  • ⚡ Performance lag: Underperforms vs the RTX5090, a gaming GPU officially banned but widely available on grey markets at less than half the price.
  • ⌛ Industry hold-up: Giants like Alibaba, Tencent and ByteDance are waiting on clarity around Nvidia’s H20 shipments and eye approval for the more powerful B30A chip.

Nvidia built these chips to meet U.S. export rules targeting the Chinese mainland, meaning they’re 'downgraded' versions designed mainly for AI inference – basically running smart decisions on a trained model.

Analysts dream big: JPMorgan forecasted 1.5M units in H2, Morgan Stanley predicted 2M in the pipeline. Yet early shipments this week saw a much cooler reception than expected. 😶‍🌫️

Will the H20 or B30A turn the tide? Stay tuned! 🔍

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