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https://t.co/KOrtxPbtBz

据引用材料称,阿里巴巴、腾讯控股和字节跳动合计订购了超过300万张RTX Pro 5500显卡。

1 reports2 sources

Reports 1

Rohan Paul (@rohanpaul_ai) Machine translation

Post reports Chinese AI and cloud firms ordered about 6 million Nvidia cards, with near-term supply at roughly 1% of orders

A post says Chinese AI and cloud firms ordered about 6 million RTX Pro 5500 cards worth roughly $70 billion, including more than 3 million ordered by Alibaba, Tencent and ByteDance. It says Nvidia can supply only about 1% of the orders in the next four months; buyers estimate about 700,000 deliveries by the end of 2027.

SourceRohan Paul (@rohanpaul_ai) ↗Rohan Paul (@rohanpaul_ai) ↗