After months of regulatory hurdles and revenue fallout, Nvidia is poised to initiate a bold comeback in China with its upcoming RTX 6000D—a strategically modified Blackwell-based GPU designed to satisfy current export controls and restore lost market share. According to DigiTimes, the company plans to begin shipping the card in Q3 of 2025, with an ambitious target of 1-2 million units by year-end, aiming to recoup over $10 billion in faltering revenue.
This news stems from Nvidia CEO Jensen Huang’s third visit to China in 2025 that he made yesterday, a highly symbolic gesture amidst the ever-growing U.S. scrutiny. He reportedly used the visit to personally present the RTX 6000D and other compliant AI solutions to key Chinese partners, signaling both goodwill and urgency. The Trump administration recently orchestrated a deal with China, trading chip design exports for rare earth materials, so there's potential for de-escalation, but bleeding-edge semiconductors are a hard line to cross.
