US export regulations have tightened around chip sales to China, impacting companies like Nvidia and AMD. Despite challenges, these firms have developed sanctions-compliant products. Recently, Nvidia introduced its new RTX Pro 6000-series but faces restrictions that will necessitate performance cuts for the China-specific version. The complexity of export controls poses significant challenges, with Nvidia indicating that its prospects in China's lucrative datacenter market depend on receiving US government approvals for new product designs.
We are still evaluating our limited options. Until we settle on a new product design and receive approval from the US government, we are effectively foreclosed from China's $50 billion datacenter market.
Nvidia just keeps charging forward into the Middle Kingdom. The chipmaker's latest GPU to limbo under the US Commerce Department's bar will reportedly be based on the RTX Pro 6000-series server chips.
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