NVIDIA's Big Move: New GPU for China's AI Boom
NVIDIA is making a strong comeback in China.
They are set to launch a new GPU, the RTX 6000D, specifically for the Chinese market. This move comes after some tough times due to U.S. export rules. The company aims to ship a massive two million units by the end of the year.
The RTX 6000D: A Game-Changer
The RTX 6000D is expected to be a game-changer. It will use advanced technology, including:
- TSMC's 4nm process
- GDDR7 memory
This GPU is designed to meet U.S. restrictions while still delivering high performance. NVIDIA is also working on the H20 AI accelerator, which could help them recover lost profits.
CEO Jensen Huang's Commitment to China
NVIDIA's CEO, Jensen Huang, has shown his commitment to the Chinese market. He made his third visit to China in 2025 to gather feedback and discuss the new products. This shows how serious NVIDIA is about winning back the Chinese market.
Huge Demand for AI and Professional GPUs
The demand for AI and professional GPUs in China is huge. NVIDIA's new offerings could bring in billions in revenue. However, they still need to secure export licenses from the U.S. government for their new chips. If everything goes well, NVIDIA could see a significant boost in their AI sector.