Core Insights - Nvidia's RTX6000D AI chip is experiencing weak demand in the Chinese market, with major tech firms refraining from placing orders due to its high cost and performance issues compared to banned alternatives [1][2][5] - Chinese tech giants are awaiting clarity on orders for Nvidia's H20 chip, which has regained permission for sale, while also hoping for approval of the more powerful B30A chip [3][4] - The demand for RTX6000D contrasts with optimistic production forecasts from analysts, with expectations of 1.5 million to 2 million units in the pipeline for the second half of the year [5] Industry Context - The availability of advanced AI chips in China is a significant point of contention in U.S.-China trade relations, with the U.S. easing some export restrictions while China pushes for domestic chip adoption [7] - Nvidia faces additional challenges as Beijing has accused the company of violating anti-monopoly laws, adding uncertainty to its operations in China [8]
Exclusive-Nvidia's new RTX6000D chip for China finds little favour with major firms, sources say