Wall St Engine(@wallstengine):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.

2026.10.20 12:36

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.