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ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders
The orders reflect Chinese demand for export-compliant AI hardware as US curbs limit access to Nvidia’s most advanced chips.
- ByteDance, Alibaba, and Tencent have ordered more than 3 million Nvidia RTX PRO 5500 graphics cards with a collective value exceeding $35 billion. The three tech giants are securing these export-compliant chips as US trade restrictions limit access to more powerful hardware.
- These RTX PRO 5500 units serve as an export-compliant alternative for Chinese firms currently barred from purchasing Nvidia's Blackwell-based B300 and Hopper-based H200 processors. Companies intend to use the cards primarily for AI inference workloads, requiring less computing power than model training.
- Demand from Chinese technology companies far exceeds planned production, with cards priced at about $11,400 each. Nvidia has told partners they might receive only 5% to 10% of quantities requested, citing manufacturing constraints.
- Nvidia indicated it could produce no more than 3 million RTX PRO 5500 cards globally in 2027, according to sources. The company is prioritizing manufacturing capacity at Taiwan Semiconductor Manufacturing Co for its next-generation Rubin platform.
- Major Chinese tech firms initially showed little interest last year, hoping Washington would eventually allow sales of more powerful processors. Those expectations have faded as restrictions remained in place, making the RTX PRO 5500 a necessary substitute.
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Invidia informs its clients that they could only get between 5% and 10% of the amounts they requested from RTXPro-5500 because of the large demand from Chinese companies.
ByteDance, Alibaba, Tencent place over US$35 bn worth of Nvidia chip orders
ByteDance Ltd (字節跳動), Alibaba Group Holding Ltd (阿里巴巴) and Tencent Holdings Ltd (騰訊) have ordered more than 3 million of Nvidia Corp’s new RTX PRO 5500 graphics cards with a collective sticker price of over US$35 billion, two people familiar with the matter said, in a rush for a less powerful but ex
·Taipei, Taiwan
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The Chinese technology companies ByteDance, Alibaba, and Tencent have ordered more than three million chips from Nvidia worth 35 billion US dollars. It is a less powerful chip that does comply with US export regulations for China.
·Amsterdam, Netherlands (Kingdom of the)
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Total News Sources41
Leaning Left6Leaning Right7Center4Last UpdatedBias Distribution41% Right
Bias Distribution
- 41% of the sources lean Right
41% Right
L 35%
C 24%
R 41%
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