NVIDIA’s RTX 6000D Fails to Gain Traction in China, AI Firms Await Stronger Solutions
NVIDIA’s RTX 6000D, introduced as the company’s breakthrough workstation GPU for the Chinese market, is struggling to gain acceptance among major AI firms in the region. Despite Team Green’s expectations, Chinese companies are largely avoiding the GPU, citing performance limitations that fall short of their needs as Reuters Report.
The RTX 6000D is NVIDIA’s first Blackwell-based GPU tailored for China, featuring:
TSMC 4nm process technology
GDDR7 memory
~1,100 GB/s bandwidth
NVIDIA projected sales of two million units of the RTX 6000D to help offset the weak reception of the H20 AI chip. However, on-the-ground reports indicate that Chinese firms already have access to more powerful computing solutions—either through existing inventory or grey market channels. As a result, the RTX 6000D is failing to meet expectations.
Chinese tech giants are reportedly holding out for NVIDIA’s H20 AI chips, pending regulatory approval. The lukewarm reception of the RTX 6000D underscores the industry’s preference for higher-performance solutions.
Looking ahead, NVIDIA is said to be pushing its B30A AI chip for Chinese customers. The B30A, also Blackwell-based, features:
Dual-chiplet configuration
8-Hi HBM3E memory
Significant performance improvements compared to the H20
However, approval of such competitive offerings depends heavily on the US government’s export restrictions and NVIDIA’s ability to negotiate with policymakers.
For several quarters, NVIDIA’s China business has been hampered by geopolitical tensions and forced product downgrades designed to comply with US regulations. Securing Beijing’s trust and approval is crucial for the company, given the sheer scale of China’s AI market.
The RTX 6000D was meant to be a stopgap solution, but its underwhelming adoption highlights how challenging the environment has become for NVIDIA. The company’s ability to remain competitive in China now hinges on the approval and success of its next-generation Blackwell AI chips.
Do you think NVIDIA can regain its competitive edge in China with the B30A, or has the market already shifted toward domestic solutions and grey imports?
