ByteDance, Alibaba and Tencent alone have placed orders for 3 million cards with a combined sticker price of over $35 billion to support AI inference workloads. These GPUs use GDDR7 memory instead of high-bandwidth memory to ensure compliance with US export restrictions and to avoid diverting packaging capacity from Nvidia's next-generation Rubin platform. The shift in demand comes as the older RTX 6000D model was discontinued after failing to attract interest from major Chinese buyers last year.
Tuesday, October 20, 2026
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Chinese Tech Orders 6M Nvidia GPUs and Double 2027 Global Supply
Tech7 hours ago
Request volumes from firms across the mainland have put extreme pressure on Nvidia's manufacturing capacity for its latest trade compliant chip. Total orders for the RTX PRO 5500 in the region have exceeded 6 million units, though the company only expects to produce 3 million units worldwide in 2027. Because demand so far outweighs available supply, Nvidia has warned its partners that they may receive only 5% to 10% of the quantities they requested, with commercial deliveries scheduled to begin in the first quarter of 2027.
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