10.20
·Reported
·Importance IV
·Sources 1
·China
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.
08.19
·Reported
·Importance III
·Sources 2
·China
On August 19, 2026, the Financial Times reported that, months after Beijing restricted imports of Nvidia H200 chips, officials have approved ByteDance and Tencent to each purchase 10,000 H200 units, driven by urgent computing power demands for frontier large models.
08.11
·Verified
·Importance IV
·Sources 1
·United States
CME Group announced that it will list the world's first computing power futures on October 5, tracking the rental indices of H100 and B200 chip generations to enable cash settlement of computing power.
2026.08
·Hearsay
·Importance II
·Sources 1
·China
In August 2026, remarks allegedly made by DeepSeek founder Liang Wenfeng at a closed-door meeting circulated online, in which he said that the core bottleneck currently limiting corporate development lies in computing power cards and chip supply.
2026.05
·Hearsay
·Importance IV
·Sources 1
·China
The video claims that a leaked meeting record shows the DPC founder acknowledged that the company's computing power is only 20% of that of top US laboratories, and said that computing power is the bottleneck of innovation; no public report of this meeting record could be found.
2025.01.21
·Verified
·Importance III
·Sources 3
·United States
OpenAI and SoftBank proposed the massive Stargate project in 2025 to build AI infrastructure.