Chinese tech giants order over $35 billion in Nvidia RTX PRO 5500 GPUs, reports say
ByteDance, Alibaba, and Tencent have placed orders for more than 3 million export-compliant Nvidia RTX PRO 5500 GPUs worth over $35 billion, according to Reuters, though supply bottlenecks could leave partners with a fraction of their requests.
Chinese tech giants ByteDance, Alibaba, and Tencent have placed orders for more than 3 million of Nvidia's new RTX PRO 5500 graphics processing units, totaling more than $35 billion, according to sources cited by Reuters. The massive orders highlight an aggressive push by Chinese firms to secure export-compliant processors for their artificial intelligence infrastructure amid tightening U.S. export restrictions on advanced chips.[1][2][3][5]
The export-compliant RTX PRO 5500 chips cost approximately $11,400 each and are primarily tailored for AI inference workloads. Overall Chinese demand for the hardware has reportedly exceeded 6 million units, far outpacing Nvidia's projected global manufacturing capacity of no more than 3 million units in 2027 as production resources shift toward its next-generation Rubin chips.[3][4][6]
Faced with severe supply constraints, Nvidia has reportedly cautioned partners that they might receive only 5% to 10% of their requested orders. Commercial deliveries of the workstation GPUs are expected to begin in the first quarter of 2027, and the current reported order values do not constitute confirmed sales or guaranteed shipments.[3]
Key facts
- ByteDance, Alibaba, and Tencent reportedly placed orders for more than 3 million Nvidia RTX PRO 5500 GPUs valued at over $35 billion combined.
- The purchases are an effort to secure export-compliant chips designed to comply with U.S. restrictions on advanced AI hardware.
- The RTX PRO 5500 GPUs cost around $11,400 each and are primarily designed for AI inference workloads.
- Total Chinese demand for the RTX PRO 5500 reportedly exceeds 6 million units, while Nvidia plans to produce no more than 3 million globally in 2027 due to capacity shifts toward its next-generation Rubin chips.
- Nvidia has cautioned partners that they may receive only 5% to 10% of requested volumes, with commercial shipments slated to start in Q1 2027.
- The reported figures represent order requests and do not constitute finalized sales or guaranteed product deliveries.
Sources · 6 sources
- TE
Techmeme@TechmemePost on X ·
Sources: ByteDance, Alibaba, and Tencent ordered 3M+ of Nvidia's new RTX PRO 5500 GPUs worth $35B+, in a rush to secure less powerful, export-compliant chips (Reuters) (Visit Techmeme dot com for the link and full context!)
Open source - BU
businessline@businesslinePost on X ·
Chinese giants ByteDance, Alibaba, and Tencent order over 3 million RTX PRO 5500 GPUs ($35 billion) amid US export curbs and limited Nvidia supply. https://t.co/4vsUjCD8rt
Open source - WS
Wall St Engine@wallstenginePost on X ·
CHINESE TECH GIANTS REPORTEDLY ORDER OVER $35B IN $NVDA AI CHIPS ByteDance, Alibaba $BABA and Tencent have reportedly placed orders for more than 3M Nvidia RTX PRO 5500 GPUs as U.S. export restrictions limit access to more advanced AI processors. The export-compliant chips cost around $11,400 each and are primarily designed for AI inference workloads. Total Chinese orders reportedly exceed 6M GPUs, while Nvidia expects to produce no more than 3M globally in 2027 as manufacturing capacity shifts toward its next-generation Rubin chips. Nvidia has warned partners they may receive just 5-10% of requested quantities, with commercial shipments expected to begin in Q1 2027. The reported order values do not represent confirmed sales or guaranteed deliveries. Source: Reuters.
Open source - TH
Tom's Hardware@tomshardwarePost on X ·
China’s tech giants drop $35 billion on export-compliant Nvidia RTX Pro 5500 workstation GPU orders to power AI ambitions, according to reports https://t.co/SoqxLuCyL2
Open source - TE
TechmemeArticle ·
Sources: ByteDance, Alibaba, and Tencent ordered 3M+ of Nvidia's new RTX PRO 5500 GPUs worth $35B+, in a rush to secure less powerful, export-compliant chips (Reuters) Reuters : Sources: ByteDance, Alibaba, and Tencent ordered 3M+ of Nvidia's new RTX PRO 5500 GPUs worth $35B+, in a rush to secure less powerful, export-compliant chips — ByteDance, Alibaba and Tencent have ordered more than 3 million of Nvidia's new RTX PRO 5500 graphics cards with a collective sticker price …
Open source - SB
Shay Boloor@StockSavvyShayPost on X ·
$NVDA is reportedly seeing over $35B in RTX PRO 5500 orders from ByteDance, $BABA and Tencent as Chinese tech giants look to secure AI chips under U.S. export restrictions. Whats wild is that these GPUs use GDDR7 instead of HBM allowing Nvidia to serve China's inference market without taking memory or advanced packaging capacity away from Rubin. And with Chinese demand reportedly exceeding 6M GPUs against just 3M planned for global production in 2027, the opportunity could be massive if export approvals and shipments actually materialize.
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