Two sources told Reuters that ByteDance, Alibaba and Tencent have ordered more than 3 million RTX PRO 5500 cards from Nvidia, worth over $35 billion at about $11,400 each. The workstation chip is less powerful than the H200 and B300 data center chips, but it is among the most powerful Nvidia chips Chinese buyers can still obtain. Nvidia may not fill all orders: partners might get only 5% to 10% of what they asked for, total Chinese orders have topped 6 million cards, and one source said Nvidia could make no more than 3 million cards globally in 2027. Early samples are expected in December, with commercial deliveries starting in the first quarter of 2027, mainly for AI inference. Nvidia blamed outdated US export controls and China's own limit on US imports, and its outlook does not include any China data center compute revenue.
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NVDAChinasemiconductorsexport controlsartificial intelligence
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/19/2026 | 217.09 |
| Change that session | +1.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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