一般来说，这种特供显卡都是阉割AI算力，以及显存、互连带宽。 10月6日消息，AMD近日发布了新版Linux显卡驱动，其中赫然提到支持新款专业显卡Radeon PRO W7900D。 目前尚不清楚这款新卡的具体情况，但是看到字母后缀D，很难不让人想起RTX 4090D、RTX 5090D、 RTX 60000D，这都是NVIDIA面向中国市场特供的合规产品，AMD如法炮制也很正常。 Radeon PRO W7900是AMD上一代的旗舰级工作站专业显卡，基于RDNA 3架构、Navi 31芯片，配备 6144个流处理器，核心频率约2.5GHz，FP32精度算力61 TFlops，搭配384-bit 48GB GDDR6 ECC显存， 整卡功耗295W。 它有两个版本，一是双插槽，一是2.5插槽，美国售价分别为3499美元、3999美元。 新一代叫做Radeon PRO AI R9700，今年刚发布。 但是，官方往往不会明确给出它们的详细规格，以尽量低调，估计不会公开出现在官网上。 ...

Core Viewpoint - NVIDIA has launched the new GeForce RTX 5090D v2 in mainland China, replacing the banned RTX 5090D, with a 25% reduction in memory and bandwidth to comply with U.S. export regulations, while maintaining the same price of RMB 16,499 (approximately $2,298) [1][9]. Product Specifications - The RTX 5090D v2 retains the same GB202-240 GPU chip as the RTX 5090D, with a base clock of 2.01 GHz and a boost clock of 2.41 GHz. However, the memory has been reduced from 32GB GDDR7 with a 512-bit interface to 24GB GDDR7 with a 384-bit interface, resulting in a bandwidth decrease from 1792 GB/s to 1344 GB/s, complying with U.S. export regulations limiting bandwidth to below 1.4 GB/s [5][8]. - The CUDA core count remains unchanged at 21,760, but the AI performance has significantly decreased from 3,352 TOPS to 2,375 TOPS, a reduction of approximately 29.15% [7][8]. Market Response - The RTX 5090D v2 is available from various manufacturers such as ASUS, Colorful, and GIGABYTE, with starting prices at RMB 16,499, while some flagship models have prices reaching RMB 17,499 to nearly RMB 19,000 [1][3]. - The previously banned RTX 5090 and 5090D are now in high demand in the second-hand market, leading to price premiums [1].

Core Viewpoint - The RTX 5090 series is experiencing high demand and prices, while facing supply constraints and regulatory challenges in the Chinese market [5] Group 1: Market Demand and Supply - NVIDIA has ceased production of the RTX 4090 and shifted focus to the RTX 5090 series to meet strong market demand [1] - The overall manufacturing capacity is limited, and even a 25% increase in production may not fully satisfy demand, leading to a persistent supply shortage and high premiums in the market [1] - The market price for the RTX 5090 in Hong Kong is approximately 35,000 RMB, while prices in mainland China have seen a slight decline but remain high due to strong demand [1] Group 2: RTX 5090D Model and Pricing - The RTX 5090D model, specifically launched for the Chinese market, targets internet companies, with channel prices around 15,000 RMB and potential further declines to about 14,000 RMB [2] - For large AI clients, the average procurement price is around 15,000 RMB, but strong negotiators may secure prices as low as 10,000 RMB per chip [2] - NVIDIA has set a minimum suggested retail price (SRP) to maintain market order, prohibiting sales below this price [2] Group 3: Regulatory Challenges and Product Adjustments - The RTX 5090D has been classified as a non-compliant product due to exceeding the U.S. export control bandwidth limit, leading NVIDIA to suspend shipments to mainland China [3] - NVIDIA is exploring solutions to modify the 5090D and H20 models to comply with regulations, including reducing memory clock frequency [3] - The suspension of 5090D supply is expected to have a limited short-term impact on the domestic market, as prior procurement volumes were not substantial [3] Group 4: Supply Chain and Manufacturer Impact - Global manufacturers like ASUS, MSI, and Gigabyte benefit from the current high-price environment, while local firms like Colorful face more limited profit margins [4] - Major tech companies in China, such as Alibaba and Tencent, primarily acquire computing power through direct purchases from NVIDIA or by sourcing consumer-grade graphics cards [4] - NVIDIA intentionally limits the supply of the 5090 chip to prevent it from being widely used in data centers, thereby protecting the sales strategy and market share of its higher-margin professional AI computing cards [4]