Overview

• Nvidia is developing a new GPU, tentatively named B40 or RTX Pro6000D, to comply with US export restrictions and remain active in the Chinese market.
• The new chip will replace High-Bandwidth Memory (HBM) with GDDR7, reducing memory bandwidth to 1.7-1.8 TB/s compared to the 4 TB/s of the restricted H20 model.
• Priced between $6,500 and $8,000, the new GPU will be significantly cheaper than the H20, which costs $10,000-$12,000.
• Nvidia's datacenter business in China has been heavily impacted by the restrictions, with its market share dropping from 95% in 2022 to 50%.
• CEO Jensen Huang emphasized that without this adaptation, Nvidia risks being entirely excluded from the Chinese market.