据报字节跳动、阿里巴巴与腾讯订购逾300万张英伟达RTX PRO 5500显卡：订单标价逾350亿美元，英伟达或仅能交付5%至10%
据路透社周二（10月20日）援引两名知情人士报道，字节跳动、阿里巴巴与腾讯已向英伟达公司（NVIDIA）订购超过300万张新款RTX PRO 5500显卡，按每张约11,400美元的标价计算，订单总价超过350亿美元。这款显卡属于工作站级产品、性能低于英伟达的数据中心芯片，但符合美国出口规定，是中国客户目前仍可购买的最强英伟达产品之一，三家公司主要计划将其用于超级智能推理，即运行已训练完成的模型。
报道指出，美国现行规定禁止英伟达向中国买家销售基于Blackwell架构的B300数据中心芯片，基于Hopper架构的H200则只能在逐案审查与许可条件下出口。RTX PRO 5500的前代产品RTX 6000D已经停产，一名知情人士称其在中国市场的价格已经翻倍。深圳上市公司唐源电气（Tansun Technology）10月13日提交的文件显示，该公司已同意向一名未具名卖家购买20,000张RTX PRO 5500显卡。
供应方面，一名知情人士对路透社表示，英伟达可能只能满足上述需求量的5%至10%，因为该公司从未按如此规模规划这款产品的产能；另有报道称，中国客户的订单总量已超过600万张，首批样品预计12月交付、商业出货将于明年第一季度开始。英伟达股价周二小幅上涨，当日大盘整体收高。
自去年年初以来，受美国政府限制措施影响，英伟达对中国的芯片销售基本停滞。英伟达、黄仁勋（Jensen Huang）为公司首席执行官，公司此前与美国政府达成安排，将其中国芯片销售收入的15%上缴政府，但因中美双方监管层面的保留意见，相关销售迄今几乎没有恢复。
ByteDance, Alibaba and Tencent Said to Have Ordered More Than 3 Million Nvidia RTX PRO 5500 Cards Worth Over $35 Billion at List Prices, With Nvidia Able to Fill Only 5% to 10%
ByteDance, Alibaba and Tencent have ordered more than 3 million of Nvidia Corporation's new RTX PRO 5500 graphics cards, a batch with a list price above $35 billion at roughly $11,400 a card, Reuters reported on Tuesday, October 20, citing two people familiar with the matter. The card is a workstation product and less powerful than Nvidia's data-center chips, but it is export-compliant and ranks among the strongest Nvidia products Chinese customers can still buy; the companies want it mainly for super intelligence inference, meaning running models that have already been trained.
U.S. rules bar sales of Nvidia's Blackwell-based B300 data-center chip to Chinese buyers, and the older Hopper-based H200 can be exported only after case-by-case review and under licensing conditions, Reuters said. The RTX PRO 5500's predecessor, the RTX 6000D, has been discontinued, and one source said its market price in China has doubled. Shenzhen-listed Tansun Technology disclosed in an October 13 filing that it had agreed to buy 20,000 RTX PRO 5500 cards from an unnamed seller.
On supply, one source told Reuters that Nvidia may be able to fill only 5% to 10% of the requested quantities, having never planned production at such volumes; other reporting put total orders from Chinese customers above 6 million cards, with early samples expected in December and commercial shipments set to begin in the first quarter of next year. Nvidia shares edged higher on Tuesday as broader markets climbed.
Nvidia has sold hardly any chips to China since early last year because of U.S. government restrictions. Chief Executive Jensen Huang has lobbied Washington over the rules, and Nvidia previously struck a deal under which it would cede 15% of its China chip sales to the U.S. government; because of reservations on both the Chinese and U.S. regulatory sides, those sales have barely resumed.
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图片来源：英伟达位于加州圣克拉拉的总部大楼资料图。照片：Coolcaesar 摄，CC BY-SA 4.0，经维基共享资源。 / File photo: NVIDIA headquarters in Santa Clara, California. Photo by Coolcaesar, CC BY-SA 4.0, via Wikimedia Commons.
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