™Timeline · newest first
- Oct 2109:11
ByteDance, Alibaba and Tencent Place Over $35 Billion in Nvidia Chip Orders, Buying Up China-Compliant RTX PRO 5500
This is the first quantified disclosure of China's demand for Nvidia hardware under export controls: $35 billion in orders against 5%–10% deliverability and at most 3 million cards of global 2027 capacity — the compute gap now has a concrete number.
- 08:21
ByteDance, Alibaba, Tencent Place Over $35 Billion in Nvidia Chip Orders
this is the first quantified disclosure of Chinese demand for Nvidia hardware under export controls — $35 billion in orders against 5%–10% deliverable supply, putting a concrete number on the compute gap for the first time.