Nvidia’s Chinese chip may create demand for Chinese GPUs

Will Chinese cloud operator cut back on buying US GPUs?

Jon Peddie

Nvidia has introduced the RTX 4090D, a GPU-compute AIB designed for the Chinese market. However, Chinese buyers are reportedly resisting lower-powered AI chips that comply with US export restrictions. Despite around 20 Chinese companies developing GPUs, publicly announced products fall short of Nvidia’s RTX 4090D. With limited information on Chinese GPUs and their performance levels, it’s doubtful that Alibaba and Tencent are reducing orders for US GPUs unless comparable or superior domestic options emerge. We recently reported that Nvidia has released the RTX 4090D, a GPU-compute AIB designed exclusively for the Chinese market. Recently, The Wall Street Journal ran a

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