Nvidia launches new gaming chip for China to comply with US export controls

From Nasdaq:

U.S. chipmaker Nvidia has launched a modified version of an advanced gaming chip to comply with U.S. export controls targeting China. The GeForce RTX 4090 D will be available to Chinese customers starting in January, costing 12,999 yuan ($1,842) and offering improved performance and artificial intelligence-driven graphics.

The chip complies with U.S. government export controls, marking the first China-focused chip from Nvidia since previous chips were blocked under new export rules. The company reports extensive engagement with the U.S. government, aiming to still provide high-quality products to the Chinese market despite restrictions.

Nvidia commands over 90% of China’s $7 billion AI chip market, but U.S. export curbs have created opportunities for domestic firms like Huawei. Commerce Secretary Raimondo clarified that Nvidia can still sell AI chips to China, with the China-focused RTX 4090 D being 5% slower in gaming and creating compared to the banned RTX 4090.

The new China-focused RTX 4090 D is priced at 12,999 yuan ($1,842), 350 yuan ($50) more than the second most advanced chip available to Chinese customers. The U.S. curbs are expected to affect the chip industry in both the U.S. and China, creating both challenges and opportunities for different industry players.



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