Overview

• Nvidia's new Blackwell-architecture GPU, based on the RTX Pro 6000D, will enter mass production in June 2025, targeting the Chinese market under U.S. export restrictions.
• The chip is priced significantly lower than the banned H20 model, reflecting reduced specifications and simpler manufacturing processes to meet compliance standards.
• It uses GDDR7 memory instead of high-bandwidth memory and avoids TSMC's advanced CoWoS packaging technology, limiting its performance to within U.S. export control limits.
• Nvidia's market share in China has dropped from 95% to 50% since 2022 due to U.S. restrictions, with Huawei's Ascend 910B chip emerging as a key competitor.
• The company is also developing another Blackwell-based GPU for China, with production expected to begin in September 2025, as part of its strategy to regain footing in the $50 billion Chinese data center market.