Nvidia’s new China-focused AI chip faces tepid demand - Reuters

Published 16/09/2025, 12:52
© Reuters.

Investing.com -- Nvidia’s newest AI chip for the Chinese market, the RTX6000D, is seeing lukewarm demand as major tech firms hesitate to place orders, according to Reuters, citing sources familiar with procurement discussions.

The RTX6000D, designed primarily for AI inference tasks, is considered expensive relative to its performance. Testing has shown it lags behind the U.S.-banned RTX5090, which remains available through grey market channels at less than half the price of the RTX6000D, which costs around 50,000 yuan ($7,000).

Chinese tech giants including Alibaba, Tencent, and ByteDance are also waiting for clarity on whether orders for Nvidia’s H20 chip will be processed. While Nvidia regained permission to sell the H20 in July, shipments have not yet restarted.

These companies are also hoping that Nvidia’s B30A chip, which is significantly more powerful than the H20, will receive approval from Washington. All three chips are downgraded versions of models sold outside China, developed to comply with U.S. export restrictions aimed at limiting Chinese technological advancement.

The tepid demand for the RTX6000D contrasts with optimistic projections from analysts.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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