据路透社报导,字节跳动、阿里巴巴和腾讯已订购超过300万个英伟达RTX PRO 5500芯片,订单总值逾350亿美元1。然而,由于中国科技企业需求远超计划产量,英伟达无法保证满足所有订单,实际可交付数量可能仅为订单的5%-10%1。
英伟达方面预计2027年全球RTX PRO 5500产量上限仅为300万张,而中国客户的订单总量已超过600万张1。该芯片每片售价约11400美元1。英伟达首席执行官黄仁勳表示,美国限制措施导致英伟达在中国AI数据中心芯片市场的占有率从近乎垄断跌至几乎为零1。英伟达发言人指出,美国出口管制措施涵盖近5年前发布的游戏产品1。
ByteDance, Alibaba, and Tencent have placed orders for more than 3 million Nvidia RTX PRO 5500 chips valued at over $35 billion, according to Reuters reporting. 1 The orders place each chip at approximately $11,400. 1
However, Nvidia faces significant supply constraints in meeting these orders. 1 The company has notified its partners that actual deliverable quantities may represent only 5 to 10 percent of the total orders placed. 1 Nvidia projects its global production capacity for the RTX PRO 5500 through 2027 at 3 million units, while Chinese customers alone have submitted orders totaling over 6 million chips. 1
Nvidia CEO Jensen Huang stated that U.S. export controls have caused the company's market share in China's AI data center chip sector to plummet from near-monopoly levels to nearly zero. 1 An Nvidia spokesperson noted that American export restrictions apply to gaming products released nearly five years prior. 1
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