NVIDIA’s (NASDAQ:NVDA) new RTX6000D chip, built to comply with US export curbs, is seeing little demand from major Chinese firms, sources familiar with the matter told Reuters this week. Tests showed it lags the banned RTX5090, which remains widely available through gray market channels at less than half the RTX6000D’s price of roughly 50,000 yuan (around US$7,000). NVIDIA currently faces a balancing dilemma in China, where the US has barred exports of its most advanced processors to limit Beijing’s artificial intelligence (AI) progress, forcing the company to design downgraded models. While sell-side analysts had forecast robust demand, including projections of 1.5 million to 2 million RTX6000Ds produced in the second half of 2025, some of China’s biggest technology buyers appear unconvinced. Instead, tech giants Alibaba (NYSE:BABA), Tencent Holdings (OTC Pink:TCEHY,HKEX:0770) and ByteDance are waiting for clarity on shipments of NVIDIA’s H20, the most powerful AI processor the US has permitted…
