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Chronicle / 2026 / China / E-zyh4f9

ByteDance, Alibaba and Tencent Order Over $35 Billion of Nvidia Graphics Cards, Supply Hard to Guarantee

Date2026.10.20
LocationChina
Fact statusReported
Importance IV ●●●●●
Verification Reported · 1 Sources

On October 20, Reuters reported, citing people familiar with the matter, that ByteDance, Alibaba and Tencent have collectively ordered more than 3 million Nvidia RTX PRO 5500 graphics cards, with potential orders worth over $35 billion. Because U.S. restrictions limit exports of high-end AI chips to China, the three companies have turned to this workstation graphics card for AI inference, but Nvidia cannot guarantee supply, and some partners may receive only 5%–10% of the quantity they need.

Evidence EVIDENCE
Sources 1 · Archived 0
SourceTypeReliabilityLink
李老师不是你老师
2026-10-21 02:31 · 路透:字节跳动、阿里巴巴、腾讯合计订购逾300万张英伟达RTX PRO 5500显卡,订单总值超350亿美元,但英伟达无法保证供货,部分伙伴或仅获所需量的5%—10%。
First-hand ●●●●●
Context CONTEXT
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This event ByteDance, Alibaba and Tencent Order Over $35 Billion of Nvidia Graphics Cards, Supply Hard to Guarantee 2026.10.20 · Reported
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