ByteDance, Alibaba, and Tencent Place Orders for Over Three Million NVIDIA GPUs, Valued at More Than $35 Billion

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Reports indicate that ByteDance, Alibaba, and Tencent have placed orders for more than three million of NVIDIA's new RTX PRO 5500 graphics processing units (GPUs), designed for enterprise and workstation use, with a total list price exceeding $35 billion.

NVIDIA has reportedly informed customers and partners that it cannot guarantee it will be able to fulfill these orders, as demand from Chinese technology companies far exceeds its originally planned production capacity. The total order volume from Chinese clients has reportedly surpassed six million units.

The graphics cards ordered by ByteDance, Alibaba, and Tencent are listed at approximately $11,400 each, putting the potential total value of the three companies' orders at over $35 billion. Sources say NVIDIA has told partners it may only be able to supply 5% to 10% of the quantities ordered by customers. People familiar with the matter cited NVIDIA as saying that global production of RTX PRO 5500 graphics cards in 2027 will be at most three million units.

Disclaimer: The content and data in this article are compiled from public information and do not constitute investment advice. Please verify before use.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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