Nvidia's RTX6000D, the China-first card initially designed to fill the void left by the banned (and then unbanned) Nvidia H20, has received very little interest in China, according to Reuters, amidst ongoing trade tensions. Estimates by JPMorgan and Morgan Stanley suggest Nvidia may be on track to produce between 1.5 and 2 million of these GPUs before the end of the year, potentially leaving it sitting on a huge stack of unwanted cards.
The specific array of graphics cards that Nvidia is allowed to sell to Chinese firms has fluctuated wildly in 2025 as the Trump administration has initiated on-again, off-again tariffs and trade blockages, particularly in relation to high-end technology like GPUs aimed at AI training and inference. To comply with these regulations, Nvidia has churned out Chinese-specific GPUs like the RTX 5090D and H20.
