The Chinese cyber space editor has banned the RTX Pro 6000D model, which is designed by Nvidia specifically for the region. In line with the decision, companies had to cancel their orders and leave their tests. In particular, leading technology giants such as ByTedance and Alibaba were directly affected by this prohibition.
This development is not only limited to the prevention of a product, but also how China’s technology policies are shaped. Because the previously taken to the H20 chip was only a advice to “buy”. However, the rule for the RTX Pro 6000D has moved to a much more strict point. However, this harsh attitude disrupted Nvidia’s plans in the Chinese market. In addition, suppliers had to stop their activities instantly.
China highlights alternatives against Nvidia
According to the BBC, Nvidia CEO Jensen Huang did not hide the disappointment of these developments. Huang, “There are many places we can not go, this is normal,” while interpreting the situation, the United States will be with Washington in problems with China, he said. In addition, it was known that Chinese companies have previously planned to order a chip based on tens of thousands of Blackwell architecture. But recently, the demand for these products remained lower than expected. In addition, some companies chose not to order at all.
The information shared by Reuters revealed a different painting. Some companies have chosen to wait for the B30A model instead of the RTX Pro 6000D. Because, as well as being stronger in this model, it has become a critical element by the United States whether export approval. However, the RTX Pro 6000D was stuck due to weakness and regulatory obstacles. Under these circumstances, the possibility of growth in China is gradually weakening. On the other hand, it is clear that Chinese authorities support domestic chip producers more.
Financial Times’ news in the forefront of the news, shows the point where domestic producers come. Chinese organizers argue that the chips developed by companies such as Huawei and Baidu are equivalent to Nvidia’s products. In fact, in some scenarios, it is stated that domestic models have higher performance. In this context, companies were asked to prepare comparative reports. Thus, concrete steps were taken to reduce external dependence. These developments narrow Nvidia’s field of movement in China.
On the US front, different initiatives draw attention. In April, the export restriction for the H20 model entered into force. As a reason, it was suggested that these chips could be used to develop military artificial intelligence. In July, permits were re -granted, provided that a certain percentage of sales remained in the USA. However, this process did not strengthen Nvidia’s hand. Because China has activated different restrictions through regulatory authorities.
The RTX Pro 6000D model introduced in Beijing was launched as a promising return for Nvidia. But the difference between expectations and facts was huge. Chinese companies stood distant to the product and demand remained low. At the end of August, production activities related to H20 were completely cut off. All these developments have seriously made Nvidia’s plans in China.
On the other hand, Nvidia faces not only product bans, but also other problems. The State Market Regulation Administration announced that there are violations regarding the purchase of Mellanox. It was claimed that the company did not comply with both national laws and approval conditions. Among these conditions were GPU and other products in a fair, reasonable and non -discriminatory procurement. Thus, it was suggested that Nvidia did not fulfill its obligations in China.
This painting makes Nvidia’s position in the country even more controversial. Because both product bans and competition violations accusations overlap. Nevertheless, China has the opportunity to strengthen its own producers. Giants such as Huawei and Baidu may be advantageous. This leads to the establishment of new balances in global chip competition.
In spite of everything, the technology race between the United States and China is increasingly hard. While Nvidia has to adhere to the political line of the US administration, China emphasizes domestic production. In this context, artificial intelligence chips are not only a technological product, but also as a strategic part of global politics. It seems inevitable to experience greater strife in this area in the future.