Uncertainty Around NVDA Chips in China

Group 1 - NVIDIA Corporation's newest AI chip for the Chinese market, the RTX6000D, is experiencing poor sales, with major tech companies in China opting not to place orders [1][2] - The RTX6000D is designed for AI inference tasks but is considered too expensive relative to its performance, which is reportedly inferior to the RTX5090 [2] - The RTX5090, although banned for use in China, is available through grey market channels at less than half the price of the RTX6000D [2] Group 2 - Chinese tech companies are awaiting clarity on the ability to order NVIDIA's H20 chip, which was recently allowed for sale, but shipments have not yet resumed [3] - There is hope among tech firms that NVIDIA's B30A chip, which is more powerful than the H20, will receive approval from U.S. authorities [3] - Analysts had previously expected strong demand for the RTX6000D, with forecasts of 1.5 million units to be produced in the second half of 2025 by JPMorgan and 2 million by Morgan Stanley [4] Group 3 - NVIDIA Corporation specializes in AI hardware and software, as well as high-performance computing solutions [4]