NVIDIA RTX 5090D Export to China in Question Amid Tech Tensions
US-China tech tensions appear set to increase. This may impact gamers and the tech industry. Following recent export bans on AI-based GPUs, rumors suggest NVIDIA's GeForce RTX 5090D, designed specifically for China, could be the next target of export bans.
Cautionary Steps or Writing on the Wall
Sources like Chiphell report NVIDIA has already taken a "precautionary" step. They have reportedly halted sales of the RTX 5090D in China. NVIDIA is also asking partners to halt distribution. While NVIDIA has not officially confirmed the reason, the action is assumed to be in anticipation of further restrictions from the US government. The RTX 4090 saga is a relevant precedent. Initially seemingly export control-free, it was later banned. NVIDIA appears to be acting cautiously this time, aiming to avoid a repeat surprise.
NVIDIA's Balancing Act in China Market
NVIDIA CEO Jensen Huang has publicly emphasized the importance of the Chinese market for the company. He has stated NVIDIA's commitment to continue providing "competitive products" for data centers and gaming in China despite tightening regulations. He acknowledged increasing difficulty due to more stringent export controls from Washington.
Huang has indicated NVIDIA would "optimize" products to comply with regulations and remain in the Chinese market. However, the precise course of action is unclear. Ever-tightening rules govern the export of cutting-edge AI chips to countries like China.
Wider Implications and Local Competition Growth
The US government's constraints are reportedly driven by concerns regarding the large memory bandwidth and interconnect speeds of chips like the H20. The worry is their potential use in supercomputers with military applications. Whether the RTX 5090D falls under this scrutiny is currently unknown.
NVIDIA has openly criticized these growing restrictions. They argue these measures will not stop China's AI growth. Instead, they might accelerate innovation among domestic Chinese chip companies like Huawei and Biren. These companies may develop their own technologies and standards, potentially reducing reliance on US companies in the future.
RTX 5090D Fate in China Uncertain
For now, the fate of the RTX 5090D in China remains uncertain. This situation highlights the delicate balance NVIDIA must maintain. They must navigate geopolitical tensions while striving to preserve their position in a vital global market.
