News Overview
- The GeForce RTX 5090 D, a reportedly modified variant of the RTX 5090 designed to comply with US export restrictions, is rumored to be banned in China in Q2 2024.
- The ban is potentially due to the card still exceeding the performance threshold established by US export regulations, even with the modifications.
- This could significantly impact NVIDIA’s market share in China, a crucial market for GPUs.
🔗 Original article link: GeForce RTX 5090D Is Reportedly Getting Banned In China In Q2
In-Depth Analysis
The article discusses the potential ban of the NVIDIA GeForce RTX 5090 D in China. This card is believed to be a derivative of the upcoming RTX 5090, specifically designed to meet US export restrictions. These restrictions aim to limit the export of high-performance computing hardware to certain countries, including China.
The core issue revolves around the total processing performance (TPP) and performance density (PD) metrics, which are used by the US government to determine whether a product requires an export license. While NVIDIA reportedly modified the RTX 5090 to create the RTX 5090 D, reducing its performance to comply with these regulations, the article suggests that even these modifications might not be enough.
The specific details regarding the RTX 5090 D’s exact specifications and the specific TPP/PD thresholds are not explicitly mentioned in the article. However, the implication is that even the cut-down version is considered too powerful by US authorities.
The article doesn’t contain any direct benchmarks or performance comparisons. Instead, it relies on industry rumors and speculation surrounding the potential ban. It highlights the importance of the Chinese market for NVIDIA and the potential consequences of this ban.
Commentary
If true, the RTX 5090 D ban in China would represent a significant setback for NVIDIA. China is one of the largest and fastest-growing markets for GPUs, and NVIDIA has consistently held a dominant market share. Losing access to this market for its flagship consumer GPU would severely impact its revenue and profitability.
This situation highlights the increasing tension between technological advancements and geopolitical concerns. US export restrictions are constantly evolving, and companies like NVIDIA face a difficult challenge in balancing product performance with regulatory compliance. The ban could also incentivize Chinese companies to develop their own high-end GPUs, potentially diminishing NVIDIA’s long-term dominance. It is likely that NVIDIA will attempt further modifications or seek exemptions to mitigate the impact. AMD, a competitor of NVIDIA, could benefit from this situation by potentially gaining a larger market share in China if their upcoming GPUs meet compliance standards or face less stringent restrictions.