China Orders Halt to Nvidia RTX Pro 6000D Purchases, FT Reports

Overview

• China’s Cyberspace Administration told major platforms including Alibaba and ByteDance to stop testing and cancel orders for Nvidia’s RTX Pro 6000D, the Financial Times reported, citing people familiar with the matter.
• The RTX Pro 6000D was tailored for the China market as a workaround to U.S. export curbs, and several companies had planned to buy tens of thousands of units, according to the report.
• The instruction follows earlier summer guidance that steered Chinese firms away from Nvidia’s lower-performance H20 chip that the U.S. permitted for export this year.
• Nvidia shares fell about 1% and AMD slipped roughly 0.7% after the report, erasing premarket gains for Nvidia.
• Beijing has simultaneously tightened legal and trade pressure with an official antitrust ruling against Nvidia’s 2020 Mellanox deal and a newly announced antidumping probe into certain U.S.-made semiconductors, including products from Texas Instruments.