X @外汇交易员

Market Demand & Pricing - Nvidia's RTX 6000D, a customized AI chip for the Chinese market, is experiencing weak demand, with some major tech companies not placing orders [1] - The RTX 6000D is considered to have a poor cost-performance ratio, as better-performing chips can be obtained through gray market channels [1] - The anticipated price of the new Nvidia AI chip for China is projected to be between $6,500 and $8,000, significantly lower than the H20 model's price of $10,000 to $12,000 [1] Chip Specifications & Performance - The RTX 6000D utilizes TSMC's 4nm process technology and features approximately 1100 GB/s of bandwidth, employing GDDR7 memory [1] - The H20's bandwidth is more than 2x higher than the 6000D, giving it a more pronounced advantage in AI inference and training tasks [1] - The RTX 6000D's performance is relatively weaker in memory-intensive tasks [1] - The RTX 6000D's price is approximately 65% of the H20's price [1] - The new AI chip will be based on the RTX Pro 6000D and will use GDDR7 memory instead of HBM [1]