金色财经
金色财经|Oct 20, 2026 09:28
[Reuters: ByteDance, Alibaba, Tencent Place Orders Exceeding $35 Billion for NVIDIA Chips] According to a report by Jinse Finance, Reuters reported on October 20 that ByteDance, Alibaba, and Tencent have collectively ordered over 3 million RTX PRO 5500 workstation GPUs from NVIDIA, with each card priced at approximately $11,400, bringing the total order value to over $35 billion. These chips comply with U.S. export control regulations for China and are workstation GPUs designed primarily for AI inference and graphic rendering, rather than high-end data center training chips like the B300 or H200. Sources indicate that domestic demand has already exceeded 6 million units, but NVIDIA's global production capacity is capped at 3 million units by 2027, meaning manufacturers may only receive 5%-10% of their requested share, and NVIDIA cannot guarantee full delivery. Despite efforts to advance domestic chip replacements, this substantial order reflects the ongoing demand from Chinese companies for NVIDIA's CUDA ecosystem and computing power. ByteDance, Alibaba, Tencent, NVIDIA, and relevant regulatory agencies have yet to comment on Reuters' report.
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