The new RTX6000D chip from NVIDIA Corporation (NVDA.US) targeting the Chinese market has cooled off, with little interest from mainstream enterprises.

Two sources familiar with the procurement negotiation situation revealed that NVIDIA Corporation (NVDA.US) has launched a new artificial intelligence chip RTX6000D specifically designed for the Chinese market. Currently, the market demand is sluggish, and some mainstream technology companies even choose not to place orders temporarily. These two sources stated that the RTX6000D is mainly used for artificial intelligence inference tasks. However, considering its performance, the pricing is relatively high, and the cost-effectiveness is insufficient. Another source earlier this month stated that Chinese tech giants such as Alibaba Group Holding Limited Sponsored ADR, Tencent, and ByteDance are still waiting for a clear answer on whether NVIDIA Corporation's H20 chip orders can be processed normally. Although this American company regained the sales license for the H20 chip to China in July, it has not resumed shipments yet. In addition, these companies are also hoping that NVIDIA Corporation's B30A chip, which outperforms the H20 by far, can obtain approval from the U.S. government. The three chips mentioned (RTX6000D, H20, B30A) are all "downgraded" products introduced by NVIDIA Corporation due to U.S. export restrictions in order to curb China's tech development and maintain its leading position in the field of artificial intelligence. Therefore, NVIDIA Corporation has adjusted the performance of overseas version chips to meet the restrictions. The cooling reception of the RTX6000D is a stark contrast to the optimistic expectations of the selling analysts earlier. JPMorgan Chase predicted in a report last month that the production of RTX6000D in the second half of this year could reach 1.5 million units, while Morgan Stanley estimated in July that NVIDIA Corporation's stock of RTX6000D would reach 2 million units. One of the sources revealed that NVIDIA Corporation has started shipping the RTX6000D this week. An NVIDIA Corporation spokesperson stated in a statement: "The market competition is fierce - we are always committed to providing the best products within our capacity." In terms of technical parameters, the RTX6000D is based on NVIDIA Corporation's latest Blackwell architecture, equipped with traditional GDDR memory with a memory bandwidth of 1398GB/s, slightly lower than the 1.4TB/s threshold set by the restrictions implemented in April in the U.S. The development of this chip is to some extent to fill the market gap left by the H20 chip - In April this year, the H20 chip was banned from selling to China, and although the ban has been lifted, the market supply has not recovered. The price of the H20 chip ranges between $10,000 and $12,000, using the older Hopper architecture, but it has a memory bandwidth advantage, reaching 4TB/s. However, the H20 chip has not been able to resume shipments so far due to multiple reasons, including NVIDIA Corporation needing to address a legacy issue related to a recent agreement - According to this agreement, NVIDIA Corporation must hand over a portion of its sales revenue in the Chinese market to the U.S. government. As for whether the planned B30A chip can obtain approval from the U.S. government, it is still unknown. Reports this month stated that the B30A is also based on the Blackwell architecture, with performance expected to be six times that of the H20, and the price is only double that of the H20.