英伟达最新芯片，在华遇冷

Core Viewpoint - Nvidia's newly launched AI chip RTX6000D faces weak market demand in China, with major tech companies reportedly not placing orders due to its high price and performance issues compared to the banned RTX5090 [2][3]. Group 1: Market Demand and Performance - The RTX6000D is primarily designed for AI inference tasks but is considered expensive relative to its performance [2]. - Sample tests indicate that the RTX6000D's performance is inferior to that of the RTX5090, which is available through gray market channels at less than half the price of the RTX6000D, approximately 50,000 RMB (around 7,000 USD) [2]. - Despite the weak demand, analysts from JPMorgan and Morgan Stanley had optimistic forecasts, predicting production of 1.5 million and 2 million units of RTX6000D, respectively, in the second half of the year [3]. Group 2: Regulatory and Trade Context - The ability to obtain advanced AI chips has become a focal point in the US-China trade tensions, with China's market regulator investigating Nvidia for potential antitrust violations [5]. - Chinese regulatory authorities have also questioned companies like Tencent and ByteDance regarding their procurement of the H20 chip, expressing concerns about information risks [5]. - Nvidia emphasizes that its products do not have any "backdoor risks" that would allow remote access or control [5]. Group 3: Chip Specifications and Future Prospects - The RTX6000D is based on Nvidia's latest Blackwell architecture, featuring a bandwidth of 1398 GB/s, slightly below the 1.4 TB/s threshold set by export restrictions [6]. - The H20 chip, priced between 10,000 to 12,000 USD, utilizes an older Hopper architecture but offers a higher bandwidth of 4 TB/s; however, its shipment has not yet commenced due to regulatory issues [6]. - The upcoming B30A chip, also based on the Blackwell architecture, is expected to deliver performance up to six times that of the H20 at a price only double that of the H20, pending approval from Washington [6].