Reports say ByteDance, Alibaba, and Tencent ordered more than 3000000 NVIDIA RTX PRO 5500

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ByteDance, Alibaba, and Tencent order more than 3000000 NVIDIA RTX PRO 5500 graphics cards, with total orders exceeding 35000000000 USD BlockBeats News:October 20, according to Reuters, ByteDance, Alibaba, and Tencent have ordered more than 3000000 NVIDIA RTX PRO 5500 workstation graphics cards. At approximately 11400 USD per card, the total order value exceeds 35000000000 USD. The chip complies with US export controls on China and is one of the high-performance NVIDIA chips that Chinese buyers can still procure.

As demand from Chinese technology companies far exceeds NVIDIA's planned production capacity, the company has informed customers and partners that it cannot guarantee full delivery. Sources said NVIDIA may be able to meet only 5%to 10%of the quantities required by customers, and global 2027 graphics card output in RTX PRO 5500 is expected to be no more than 3000000 cards, while total orders from Chinese customers have already exceeded 6000000 cards.RTX PRO 5500 is positioned for professional workstations and has lower performance than AI used for large-scale H200、B300 training and inference, such as data-center chips. Sources interviewed said Chinese technology companies primarily plan to use it for AI inference—that is, running trained models and generating responses. As higher-performance chips remain subject to export restrictions and domestic AI computing capacity is in tight supply, substitute products that were previously of limited appeal are becoming more popular.

On the supply side, NVIDIA expects to provide December early samples in RTX PRO 5500 and begin commercial deliveries in the first quarter of 2027. However, from 2027 onward, NVIDIA expects to allocate most of TSMC's capacity to the next-generation Rubin data-center platform, which may further constrain supply of these graphics cards. This round of orders highlights continued strong demand for AI computing capacity in China under US export controls and also reflects the supply-demand gap facing compliant alternative chips.

Original link https://m.theblockbeats.info/flash/372771

Key points

BlockBeats said its information came from a Reuters report.
The report said that ByteDance, Alibaba, and Tencent have ordered more than 3000000 NVIDIA RTX PRO 5500 workstation graphics cards.
At approximately 11400 USD per card, the report said total order value exceeds 35000000000 USD。
The report said the chip complies with US export controls on China and is one of the high-performance NVIDIA chips that Chinese buyers can still procure.
The report said NVIDIA cannot guarantee full delivery; sources said it may be able to meet only 5%to 10%。
The report expects global 2027 output in RTX PRO 5500 to be no more than 3000000 cards, while total orders from Chinese customers have already exceeded 6000000 cards.
The report said that RTX PRO 5500 has lower performance than H200、B300 and other data-center chips, and Chinese technology companies primarily plan to use it for AI inference.
The report said NVIDIA expects to provide early samples in December and begin commercial deliveries in the first quarter of 2027.
The report said NVIDIA expects that from 2027 onward it will allocate most of TSMC's capacity to the next-generation Rubin data-center platform, potentially further constraining RTX PRO 5500 supply.

AI-assisted interpretation

The following is analysis, separate from reported facts. Verify important claims independently.

The core of this report is that several Chinese technology companies reportedly made large purchases of an NVIDIA workstation graphics card that remains available for purchase, primarily to run already-trained AI models and generate responses. However, order volume does not equal final delivery volume. The production capacity and delivery ratios cited in the report indicate that actual deliveries may be far below demand.

Why it matters to readers

If the report is accurate, it reflects substantial demand among Chinese technology companies for AI inference computing capacity, while supplies of compliant alternative chips are tight. For buyers, insufficient deliveries may constrain computing-capacity deployment; for NVIDIA, the orders indicate demand, but capacity constraints may affect the conversion of orders into actual deliveries.

Beginners should distinguish between “order value” and “actual revenue and actual deliveries.” The report also involves export restrictions, chip performance, and capacity allocation; all of these factors may alter the final outcome, so judgments should not be based solely on the order headline.

Risks and unknowns

This item is BlockBeats' retelling of a Reuters report; the original report did not provide formal confirmation from the relevant companies.
Whether the order volume of more than 3000000 cards and the amount exceeding 35000000000 USD are accurate cannot yet be independently verified from the available evidence.

Reports say ByteDance, Alibaba, and Tencent ordered more than 3000000 NVIDIA RTX PRO 5500

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