Following the now-banned H20, Nvidia is reportedly designing new RTX Pro 6000D (B40) GPUs for the Chinese market, which use consumer-grade GDDR7 memory instead of HBM.

Industry reports claim that ASIC shipments are projected to rise at a compound annual growth rate of 50%. This growth is largely attributed to top cloud hyperscalers such as Google, AWS, and Meta seeking to move away from reliance on Nvidia hardware.