Nvidia(US:NVDA) 智通财经网·2025-09-16 10:24Group 1 - Nvidia's new AI chip RTX6000D, designed for the Chinese market, is facing weak demand, with some major tech companies choosing to delay orders due to high pricing and insufficient cost-performance ratio [1] - Major Chinese tech firms like Alibaba, Tencent, and ByteDance are awaiting confirmation on the processing of their H20 chip orders, which Nvidia has not yet resumed despite regaining sales permission in July [1][2] - The RTX6000D is intended to fill the market gap left by the H20 chip, which was banned for sale to China in April but has not yet resumed shipping [2] Group 2 - Analyst expectations for RTX6000D's demand have been overly optimistic, with JPMorgan predicting a production of 1.5 million units and Morgan Stanley estimating 2 million units for the second half of the year [2] - The RTX6000D is based on Nvidia's latest Blackwell architecture, featuring a memory bandwidth of 1398GB/s, slightly below the 1.4TB/s threshold set by recent U.S. export restrictions [2] - The H20 chip, priced between $10,000 and $12,000, has a superior memory bandwidth of 4TB/s but has not restarted shipments due to unresolved issues related to a recent agreement requiring Nvidia to remit part of its sales to the U.S. government [3]