NVIDIA is gearing up for a major push into the Chinese market with the introduction of its new RTX 6000D GPU, designed for professional and AI applications. Alongside the H20 AI accelerator, this move could potentially boost NVIDIA’s revenue by billions in the next quarter.
With clearer regulatory pathways now established by the US government, NVIDIA is seizing the opportunity to launch a replacement for its “RTX PRO” GPUs in China. The RTX 6000D is anticipated to make its debut by the third quarter of 2025. The keen interest from NVIDIA’s CEO, Jensen Huang, shown through his repeated visits to China, highlights the company’s commitment to this strategic endeavor. NVIDIA plans to ship around two million units by year’s end, which reflects the high demand in the region.
The RTX 6000D is rumored to be NVIDIA’s inaugural “Blackwell-based” offering in China, accompanied by the potential release of the B30 AI chip. This new GPU will utilize TSMC’s 4nm process, delivering a bandwidth of approximately 1,100GB/s, adhering to US regulatory constraints. It will exclusively use GDDR7 memory, with NVIDIA collaborating with partners like Samsung, SK Hynix, and Micron to meet the required memory module demand.
By re-entering the Chinese market with the H20, NVIDIA aims to recoup lost revenues caused by former US administration restrictions. With the anticipated rise in revenue and the strong demand for the H20 AI accelerator, NVIDIA is poised to make significant strides in the AI sector. However, the continuation of this success will depend on obtaining further export licenses from the US government for its new chip offerings.
