#NvidiaChina #B30A #RTX6000D #H20Chip #BlackwellArchitecture #AIInference #HuaweiVsNvidia #RegulatoryLimits #CUDAEcosystem #ChipMarket
1tak.com/nvidia-china...
#NvidiaChina #B30A #RTX6000D #H20Chip #BlackwellArchitecture #AIInference #HuaweiVsNvidia #RegulatoryLimits #CUDAEcosystem #ChipMarket
1tak.com/nvidia-china...
エヌビディアの中国向け新型AIチップの需要低調、性能面で割高 大手が発注見送り
jp.reuters.com/economy/indu...
エヌビディアの中国向け新型AIチップの需要低調、性能面で割高 大手が発注見送り
jp.reuters.com/economy/indu...
#NVDA #Nvidia #NVDAStock #NVDANews #NVDAStockNews #NvidiaStock #NvidiaNews #NvidiaStockNews #ChinaTech #AI #Semiconductors #Chips #RTX6000D #H20 #Huawei
#NVDA #Nvidia #NVDAStock #NVDANews #NVDAStockNews #NvidiaStock #NvidiaNews #NvidiaStockNews #ChinaTech #AI #Semiconductors #Chips #RTX6000D #H20 #Huawei
Nvidia's RTX6000D AI chip for China meets only lukewarm demand, with some major tech firms opting not to place orders. Sources say the chip is not seen as cost-effective and that a better card can be found on the grey market.
#NVDA
Nvidia's RTX6000D AI chip for China meets only lukewarm demand, with some major tech firms opting not to place orders. Sources say the chip is not seen as cost-effective and that a better card can be found on the grey market.
#NVDA
💰 ¥50K (~$7K) price tag — weaker than banned RTX5090s selling for half.
🏢 $BABA, $0700.HK & ByteDance waiting for H20/B30A.
🚨 Beijing launches antitrust probe.
📉 Analysts expected 2M units, but demand looks far lower.
👉 Can Nvidia defend its crown?
💰 ¥50K (~$7K) price tag — weaker than banned RTX5090s selling for half.
🏢 $BABA, $0700.HK & ByteDance waiting for H20/B30A.
🚨 Beijing launches antitrust probe.
📉 Analysts expected 2M units, but demand looks far lower.
👉 Can Nvidia defend its crown?
路透:輝達 RTX 6000D 中國市況平淡,大公司不下單 technews.tw/2025/09/16/n...
路透:輝達 RTX 6000D 中國市況平淡,大公司不下單 technews.tw/2025/09/16/n...
:ablobcatpnd_angri:
:ablobcatpnd_angri:
推論用だともう中国は国産シフトしつつあるわけだし、中国向けNVIDIAチップはシェアを失っていくんだろうな。推論用では短期的にも一緒になれないNVIDIAに……。
推論用だともう中国は国産シフトしつつあるわけだし、中国向けNVIDIAチップはシェアを失っていくんだろうな。推論用では短期的にも一緒になれないNVIDIAに……。
By: OODA OG Analyst on Tuesday, September 16, 2025
By: OODA OG Analyst on Tuesday, September 16, 2025