Sources: ByteDance, Alibaba, and Tencent ordered 3M+ of Nvidia's new RTX PRO 5500 GPUs worth $35B+, in a rush to secure less powerful, export-compliant chips (Reuters)

Key sources

1. SOURCE@marketnews_feed · Oct 20, 4:06 PM · “NVIDIA TELLS PARTNERS THEY MIGHT GET ONLY 5% TO 10% OF RTX PRO 5500 QUANTITIES REQUESTED” · x.com
2. SUPPORT@sino_market · Oct 20, 4:45 PM · “in a Rush for a Less Powerful but Export-Compliant Chip Amid US Restrictions on Trade With China” · x.com
3. SOURCEhuggingnews · huggingnews.com
4. SOURCEOct 20, 5:08 PM · marketbrief.now
5. SOURCE@reuters · Oct 20, 10:45 PM · “valued at over $35 billion, two sources said, in a rush for a less powerful but export-compliant chip” · x.com
6. SUPPORT@niubi · Oct 20, 10:42 PM · “All that expensive memory going to PRC customers” · x.com
7. SUPPORT@stocksavvyshay · Oct 20, 7:42 PM · “these GPUs use GDDR7 instead of HBM allowing Nvidia to serve China's inference market without taking memory or advanced packaging capacity away from Rubin” · x.com
8. SUPPORT@choblin29 · Oct 20, 6:19 PM · “Total orders from China have exceeded 6 million, but Nvidia has indicated it could produce no more than 3 million globally in 2027” · x.com