Overview

• Nvidia's upcoming Blackwell-architecture AI chip, priced between $6,500 and $8,000, complies with US export restrictions on GPU memory bandwidth.
• The chip, based on the RTX Pro 6000D, uses GDDR7 memory instead of high-bandwidth memory and avoids TSMC's advanced CoWoS packaging technology.
• Nvidia has lost significant market share in China, dropping from 95% to 50%, largely due to US export curbs and competition from Huawei's Ascend chips.
• The US restrictions have forced Nvidia to write off $5.5 billion in inventory and forgo $15 billion in sales, impacting its presence in China's $50 billion data center market.
• A second Blackwell-based chip for China is reportedly in development, with production targeted for September 2025, as Nvidia seeks to regain its foothold.