According to the Financial Times, Nvidia has verbally instructed cloud partners worldwide that at least 51% of their GPU services must go to non-Chinese customers, squeezing a key workaround Chinese AI firms used after export controls. The report says Chinese buyers have already snapped up over 1 million Nvidia gaming and workstation cards and ordered more than 6 million export-compliant RTX Pro 5500 cards this year, while a B300 server rack has reportedly resold in China for $2.8 million versus roughly $600,000 abroad.
tomshardware.com
· 2026-11-09
Chinese tech giants ByteDance, Alibaba and Tencent have reportedly placed orders worth over $35 billion for more than 3 million Nvidia RTX Pro 5500 workstation GPUs, according to Reuters sources. The RTX Pro 5500 is export-compliant under current U.S. restrictions, but the order volume reportedly exceeds Nvidia's entire planned 2027 global production, prompting Nvidia to tell customers it can't fulfill the full demand.
tomshardware.com
· 2026-10-20
According to leaked factory notices cited by hardware leakers @hongxing2020 and @Zed__Wang, Nvidia has stopped producing GB202 chips for consumer RTX 5090 graphics cards, including Chinese 'D' variants. The notice claims the RTX 5080 24GB will become the new top consumer GeForce model, with the RTX 5080 16GB being discontinued. Nvidia has not confirmed the claim and typically does not comment on rumors.
tomshardware.com
· 2026-10-10
According to The Information, China's Ministry of Industry and Information Technology has asked Alibaba and ByteDance to detail plans for purchasing Nvidia's RTX Pro 5500 chips, which are officially gaming GPUs. Sources say Beijing expects these chips could be repurposed into servers to help run China's leading AI models, potentially loosening restrictions on Nvidia hardware.
arstechnica.com
· 2026-09-28
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