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Chinese internet giants order over 3 million Nvidia RTX PRO 5500 workstation GPUs

AI summary

cnBeta, citing Reuters, reports that three large Chinese internet companies together ordered more than 3 million Nvidia RTX PRO 5500 workstation GPUs, a potential order value above $35 billion at the roughly $11,400 list price. Total Chinese orders for the card are said to exceed 6 million units, while Nvidia has told partners that global 2027 output may not exceed 3 million and that it may eventually fill only 5% to 10% of ordered volumes. The report says buyers mainly intend the cards for AI inference, since Nvidia's Blackwell-based B300 cannot be sold in China and Hopper H200 requires case-by-case approval, and that the Ministry of Industry and Information Technology asked some firms in late September to report planned purchases and uses. The article adds that demand has also lifted channel prices for the gaming-focused RTX 5090 above 50,000 yuan, and that large-scale performance of the RTX PRO 5500, listed on Nvidia's site only in September, still awaits validation.

In-depth insight

The report portrays export-restricted Chinese buyers turning to compliant workstation cards for inference workloads at a scale that exceeds Nvidia's planned global 2027 output for the product.

据路透社报道,三家中国互联网大厂合计订购了超过300万块英伟达RTX PRO 5500显卡。按照每块约11400美元的目录价计算,这批订单的潜在金额超过350亿美元。要知道,RTX PRO 5500是一张工作站显卡。这类卡过去更多用来做渲染、仿真、3D建模,与专门为超大规模AI集群设计的芯片分属不同产品线。但现在,它成了中国买家还能买到的、性能最强的英伟达GPU之一。

据报道,中国客户对这款卡的总订单已经超过600万块,而英伟达告诉合作伙伴,2027年这款卡的全球产量,可能不超过300万块。

换句话说,中国一个市场报出的需求,已经超过全球一年计划产量的两倍。就算明年生产的每张卡都卖给中国,最多也只够一半。

这只是理想情况,实际交付更少。英伟达已向合作伙伴打过招呼,最终可能只能满足所订数量的5%至10%。

不过就算是5%到10%。也是15万到30万张卡。放在平时,这也是一笔大额采购。但对当下的中国大厂们来说,能拿到手,就已经值了。

#Nvidia#RTX PRO 5500#RTX 5090#RTX PRO 6000#GB202#Ministry of Industry and Information Technology

Original · 5 min readRead the original
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