NVIDIA’s RTX 6000D workstation GPU for the Chinese market hasn’t solved the firm’s position in China at all since firms are reportedly avoiding placing orders.
NVIDIA’s RTX 6000D Was Supposed To Be The Company’s Breakthrough For Chinese AI Markets
Team Green isn’t having a great time in China at all, and their recently introduced RTX 6000D workstation GPU for Chinese customers is reportedly being avoided by major Chinese firms, who cite that the performance isn’t worth it. Based on a report by Reuters, it is claimed that the RTX 6000D hasn’t seen the reception NVIDIA was hoping for, and the major reason behind it is that China AI firms have access to computing solutions that are far more powerful than the RTX 6000D, whether through grey channels or previous inventory.
The RTX 6000D is NVIDIA’s first Blackwell-based solution for China, offering GDDR7 memory, TSMC’s 4nm process, and a bandwidth of around 1,100GB/s. Based on what we reported previously, NVIDIA was projected to sell two million units of the RTX 6000D GPU, to mitigate for the losses with the H20 AI chip, but the onground situation isn’t a favourable one for NVIDIA. Chinese tech giants are hoping that their H20 AI chip orders are processed by Team Green once regulatory approval comes from both sides, and this shows that the RTX 6000D hasn’t managed to achieve its objectives.
Well, what’s next for NVIDIA in China? There are reports that the firm is pushing for selling their B30A AI chips to Chinese customers, which is also a Blackwell GPU featuring TSMC’s 4nm node, but with 8-Hi HBM3E and a dual-chiplet configuration, which is claimed to bring a considerable boost in performance relative to the H20. However, the approval for a competitive solution completely depends on how Jensen & Co managed to convince the Trump administration, and by the looks of it, this would be a hefty task.
NVIDIA hasn’t been in the right conditions for its business in China for several quarters now, mainly driven by geopolitical uncertainties and the firm’s forced reduction of AI solutions to comply with US regulations. It will be interesting to see how the situation pans out for Team Green, since securing Beijing is necessary.