Chinese AI Firms Ordered Massive Nvidia Chips, But "Expected to Receive Only 1% for Now"

Chinese artificial intelligence (AI) and cloud computing companies are expected to receive only about 1% of their massive orders for Nvidia chips, Bloomberg reported on November 4, local time.

According to multiple sources, Chinese tech giants such as Alibaba, Tencent, and ByteDance have ordered approximately 6 million units of Nvidia's RTX Pro 5500 chips.

These companies are expected to be supplied with only tens of thousands of units, which corresponds to 1% of their total order volume, over the next four months.

Sources stated that the chips are priced at over 11,000 dollars each (approx. 14.73 million won), bringing the total order value to about 70 billion dollars (approx. 93.7 trillion won).

While the U.S. government currently bans the sale of Nvidia's most advanced chips to China, the RTX Pro 5500 is not classified as cutting-edge.

Shortages of the RTX Pro 5500 are expected to persist for the time being as Nvidia and Taiwan's TSMC concentrate their manufacturing capacity on next-generation products such as Rubin.

An Nvidia spokesperson declined to comment on specific supply volumes, but stated, "Unfortunately, U.S. companies are constrained by a combination of outdated U.S. export controls that regulate even gaming products launched nearly five years ago, and Chinese government restrictions on importing U.S. goods."

Bloomberg projected that if the chip shortage continues, Chinese companies may turn to domestic alternatives such as Huawei, Cambricon, and Alibaba.

(Photo: AP, Yonhap News)
※ Please note: This article was translated by AI and may contain errors.