NVIDIA CEO Jensen Huang is in China right now, with news that the company is preparing to launch its new RTX 6000D AI GPU with the card expected to ship 2 million units in 2025.
NVIDIA has confirmed its new RTX 6000D will launch in Q3 2025, manufactured on TSMC's 4nm process node, and a shipment target of around 2 million units before the end of 2025, filling a revenue gap of over $10 billion according to a new report from DigiTimes picked up by insider @Jukanrosleve on X.
The new RTX 6000D and the Blackwell AI GPU series have driven 4nm production capacity at TSMC to "unprecedented levels" which has significantly contributed to its revenue. The US government banned NVIDIA's Hopper H20 AI GPU earlier this year, causing the company to immediately recognize $5.5 billion in losses, but the H20 is now ready to ship to China again, as well as the company preparing the new RTX 6000D card for the country, too.
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NVIDIA's upcoming RTX 6000D is a tactical response for the ongoing situation in China, with the RTX 6000D acting as a modified version of the RTX 5090 which uses TSMC's 4nm process node, offering up to 1.1TB/sec of memory bandwidth, and featuring GDDR6 memory. The new RTX 6000D is expected to deliver memory bandwidth numbers that are close to HBM, which has been dropped from the upcoming B30 AI GPU.
DigiTimes reports that industry experts caution that supply constraints on GDDR7 could pose risks in the 2H 2025, with the current shipment target for the RTX 6000D starting at a minimum of 1 million units, potentially reaching up to 2 million units if "obstacles are overcome".
If the new NVIDIA RTX 6000D can be supplied monthly and maintain Chinese companies purchase dependence, NVIDIA's revenues from China are expected to "rebound significantly" in the second half of 2025, driving "robust overall growth".
