Nvidia released a modified gaming chip (GeForce RTX 4090 D) compliant with December 2023 US export rules targeting China, marking the first official China-focused product launch after the Biden Administration tightened controls in October 2023. The move follows blocking of two prior AI chips (A800, H800) that had been designed for Chinese customers under older rules. Nvidia holds over 90 percent of China's AI chip market; the product launch suggests the company is maintaining access to the Chinese market within the bounds of revised export rules, though the modified chip's capability relative to unrestricted versions is not disclosed in this report, leaving unclear whether performance degradation materially affects competitive positioning for Chinese customers or rival domestic firms.
302 other tracked developments touching the same claims.