NVDA has a secret weapon to sell to China
$NVIDIA(NVDA)$ has a secret weapon to sell to China – even with Trump sanctions:
With rising US-China tensions and strict export bans, NVDA is making a bold move: launching a cheaper, compliant version of its Blackwell AI chip for China.
What’s happening:
A scaled-down chip based on the RTX Pro 6000D is expected to enter mass production in June.
It offers 1.7TB/s GDDR7 memory (vs. 4TB/s in H20) and will be priced between $6.5K and $8K—far cheaper than the H20 ($10K–12K).
The chip hasn’t been finalized yet—it’s still waiting for US approval to avoid violating export controls.
Why this changes everything:
1. Strategic Survival: Nvidia is walking a tightrope—keeping its foot in China (its biggest growth market) without breaching U.S. export restrictions.
2. Slower but Smarter Chips: It’s not about raw power anymore—it’s about permission. Nvidia is adapting fast with AI hardware that complies but still delivers.
3. Geopolitical AI Arms Race: As Huawei rapidly gains momentum, this move gives Nvidia a fighting chance to shape China’s AI ecosystem—legally.
This isn't just about chips. It's about who controls the future of AI in the world's biggest markets.
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