路透：英伟达中国市场新芯片不受科技巨企追捧

Core Viewpoint - The demand for NVIDIA's latest AI chip RTX6000D, tailored for the Chinese market, is lukewarm, with some major tech companies opting not to place orders [1][3]. Group 1: Product Performance and Market Demand - RTX6000D is primarily used for AI inference tasks, but its price is perceived as not commensurate with its functionality [3]. - Sample tests indicate that RTX6000D's performance lags behind the RTX5090, which is banned for use in China and is priced at less than half of RTX6000D's approximately 50,000 RMB [3]. - Despite optimistic forecasts from sell-side analysts, such as JPMorgan predicting a production of about 1.5 million units in the second half of the year and Morgan Stanley estimating a capacity of 2 million units, the actual demand remains low [3]. Group 2: Supply Chain and Regulatory Environment - Chinese tech giants like Alibaba, Tencent, and ByteDance are awaiting clarity on whether their orders for NVIDIA's H20 chip will be processed, following NVIDIA's re-approval for H20 chip sales in July [3]. - These companies are also hoping for approval from Washington for NVIDIA's more powerful B30A chip [3]. - The RTX6000D, H20, and B30A chips are downgraded versions for sale outside China, developed to comply with U.S. export restrictions aimed at curbing China's technological advancement [3]. Group 3: Recent Developments - NVIDIA has reportedly begun shipping the RTX6000D this week [4]. - A spokesperson for NVIDIA stated that the market is highly competitive, and the company is doing its best to provide the best products [5].