原帖引用 · AI 翻译
中国人工智能和云计算企业订购了约 600 万张 RTX Pro 5500 显卡，价值约 700 亿美元，但英伟达在未来 4 个月内只能供应约 1%。
仅阿里巴巴、腾讯和字节跳动就订购了超过 300 万张；这些订单属于价值 700 亿美元的积压订单，每张显卡的定价超过 11,000 美元。
需求如此之高，是因为这款 Blackwell 显卡拥有与 RTX 5090 相同的 21,760 个 CUDA 核心，配备 84GB GDDR7 显存，并符合美国出口限制。
这样的显存容量足以让一个 700 亿参数模型以 8 位形式装入单张显卡，适合推理，即买家主要希望用它进行的查询应答工作。
据报道，英伟达告诉合作伙伴，随着台积电的产能转向其 Rubin 数据中心芯片，2027 年其在全球最多只能生产 300 万张显卡。
即使按买家自己估计的到 2027 年底交付约 70 万张计算，也只能覆盖其订购量的约 12%。
原文
Chinese AI and cloud firms have ordered about 6M RTX Pro 5500 cards worth roughly $70B, yet Nvidia can only supply about 1%, within the next 4 months. Alibaba, Tencent and ByteDance alone ordered more than 3M, part of a $70B backlog priced above $11,000 per card. Demand is this high because the Blackwell card matches the RTX 5090’s 21,760 CUDA cores, carries 84GB of GDDR7 memory and clears US export limits. That memory fits a 70B-parameter model in 8-bit form on one card, which suits inference, the query-answering work buyers mainly want it for. Nvidia reportedly told partners it can build at most 3M cards worldwide in 2027, as TSMC capacity shifts to its Rubin data center chips. Even buyers’ own estimate of about 700K deliveries by the end of 2027 covers roughly 12% of what they ordered.