Chinese tech giants Tencent, Alibaba, and ByteDance have placed $35 billion in orders for export-compliant Nvidia RTX Pro 5500 GPUs to support their AI…
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🇨🇳 China’s AI giants have ordered $35 billion worth of Nvidia GPUs ByteDance, Alibaba and Tencent have reportedly ordered more than 3 million Nvidia RTX PRO 5500 cards, designed to comply with US export restrictions, according to Reuters. The problem is supply. Total orders from Chinese buyers have reportedly exceeded 6 million cards, while Nvidia may be able to produce no more than 3 million globally in 2027. One source warned that customers could receive just 5% to 10% of the quantities they requested. Chinese companies primarily want the GPUs for AI inference, running trained models to power chatbots, agents and other AI applications rather than training new models. Commercial deliveries are expected to begin in Q1 2027. Nvidia’s older RTX 6000D attracted little interest from major Chinese buyers last year, but the product has since been discontinued and its market price in China has doubled. @aipost 🏴
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