INSANE. Reuters reports that ByteDance, Alibaba and Tencent have ordered more than 3 million of Nvidia's export-compliant RTX PRO 5500 cards, worth over $35 billion at list prices. Two people familiar with the matter told Reuters anonymously. Demand across China is far larger than Nvidia may be able to supply. Total orders from China have exceeded 6 million, but Nvidia has indicated it could produce no more than 3 million globally in 2027. One source warns that partners may receive only 5% to 10% of what they requested. Chinese firms want the cards primarily for AI inference rather than training, with commercial deliveries expected in Q1 2027. The older RTX 6000D drew little interest from major Chinese buyers last year. It has since been discontinued, and its market price in China has doubled.