Nvidia plans to launch a new artificial intelligence chipset based on the Blackwell architecture for the Chinese market. According to Reuters, mass production will start in June 2025, and the price will be $6,500–$8,000, significantly cheaper than the previous H20 model ($10,000–$12,000). This move is a response to U.S. export restrictions that blocked the sale of the more powerful H20 chip in China. The new chip, likely based on the RTX Pro 6000D, will use GDDR7 memory instead of HBM, complying with U.S. restrictions.
Nvidia aims to maintain its share in the Chinese market, which accounts for 13% of its revenue. However, competition is increasing: Huawei with its Ascend 910C chip is approaching Nvidia's performance. Nvidia CEO Jensen Huang admitted that export restrictions are prompting Chinese companies to accelerate their own developments.
The new chip could bring Nvidia up to $10 billion in 2025, but it will lag behind competitors like Huawei in terms of power. This highlights the challenges Nvidia faces amid geopolitical restrictions.
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