Strategic Workaround Purchases: Chinese Tech Giants Order Nvidia Chips Worth 35 Billion Dollars
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Massive Order: ByteDance, Alibaba, and Tencent have ordered more than three million units of the Nvidia graphics card RTX PRO 5500, worth over 35 billion dollars in total. Sanction-Compliant Workaround: The companies are turning to workstation processors that fall below the thresholds of US export restrictions. Limited Supply Capability: Nvidia is expected to fulfill only 5 to 10 percent of orders due to capacity constraints at TSMC and the prioritization of server architectures. The hope of Chinese technology companies for...
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