Instead of using the more advanced high-bandwidth model, it will rely on conventional GDDR7 and be powered by Nvidia’s RTX Pro 6000D, a graphics processor designed for servers. Even more so, it would exclude the advanced Chip-on-Wafer-on-Substrate (CoWoS) packaging technology developed by Taiwan Semiconductor Manufacturing Co.
Aspects about the new chip’s price, characteristics, and production timing have not been reported to date. A spokesperson for the chip manufacturer is currently assessing its “limited” options. "Until we settle on a new product design and receive approval from the U.S. government, we are effectively foreclosed from China's $50 billion data center market."
The new Blackwell AI chip would probably be called the 6000D or the B40, Chinese brokerage GF Securities said in a note published on Tuesday.
Accounting for 13% of its sales in the previous financial year, China remains a significant market for Nvidia. This is the third time Nvidia has had to make a special GPU for China because of U.S. rules of slowing down Chinese technological development.
After the U.S. banned the H20 chip in April, Nvidia first thought about creating a simpler version of the H20 for China, but sources say that plan didn’t succeed.
Last week, Nvidia CEO Jensen Huang said that the company’s older Hopper architecture, used in the H20 chip, can’t be modified any further because of current U.S. export restrictions.
Nvidia’s share of the Chinese market has dropped sharply from 95% before 2022, when U.S. export restrictions affecting its products started, to just 50% in the present, CEO Jensen Huang told reporters in Taipei this week. Its biggest rival is Huawei, which makes the Ascend 910B chip.
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