*MIIT asked ByteDance + Alibaba + others to report RTX Pro 5500 purchase plans + use cases — told some firms intends to approve — The Information first, Reuters could not independently verify* $QNT $SOON $GRT
- *Chip: RTX Pro 5500 Blackwell workstation GPU launched Sep 2026 — 84GB GDDR7, 21,760 CUDA cores, >$6k — draws 600W — falls outside data-center accelerator export ban category since Oct 2022, so Beijing has latitude — NOT H100/H200/Blackwell B200 ultra*
- *Scale: ByteDance weighing ∼1M units for AI workloads — Nvidia plans ∼500k/quarter for China — one order = ∼2 quarters supply — billion-dollar potential $6B+ if 1M x $6k — $108B Q revenue forecast assumes zero China data-center revenue, workstation separate*
- *No final approval yet — timing/volume/conditions unresolved — Nvidia spox: "US firms continue to be restricted by combination of outdated US export controls... and China's own limits on US imports"*
- *Valuations you quoted high — actual market caps Sep 27-28: Alibaba $268B mcap roughly right $278B — ByteDance $550B private valuation plausible, not public — NVDA $225.07 +0.21%*
*BREAKING 🚨 China weighs green light for ByteDance + Alibaba to buy Nvidia RTX Pro 5500 workstation chip 🚀 MIIT asks for purchase volumes Sep 27 — signals intent to approve — not data-center H100 — 84GB GDDR7 21k cores >$6k — ByteDance eyes 1M units ∼$6B = 2 quarters Nvidia China supply 500k/qtr — no final approval yet — billion-dollar AI supply chain shift potential ⚡*#BitwiseFilesFinalNEARSpotETFProspectus #DogecoinETFsPostBiggestWeekSinceLaunch #StrategyStriveAdd2305BitcoinThisWeek
- *Chip: RTX Pro 5500 Blackwell workstation GPU launched Sep 2026 — 84GB GDDR7, 21,760 CUDA cores, >$6k — draws 600W — falls outside data-center accelerator export ban category since Oct 2022, so Beijing has latitude — NOT H100/H200/Blackwell B200 ultra*
- *Scale: ByteDance weighing ∼1M units for AI workloads — Nvidia plans ∼500k/quarter for China — one order = ∼2 quarters supply — billion-dollar potential $6B+ if 1M x $6k — $108B Q revenue forecast assumes zero China data-center revenue, workstation separate*
- *No final approval yet — timing/volume/conditions unresolved — Nvidia spox: "US firms continue to be restricted by combination of outdated US export controls... and China's own limits on US imports"*
- *Valuations you quoted high — actual market caps Sep 27-28: Alibaba $268B mcap roughly right $278B — ByteDance $550B private valuation plausible, not public — NVDA $225.07 +0.21%*
*BREAKING 🚨 China weighs green light for ByteDance + Alibaba to buy Nvidia RTX Pro 5500 workstation chip 🚀 MIIT asks for purchase volumes Sep 27 — signals intent to approve — not data-center H100 — 84GB GDDR7 21k cores >$6k — ByteDance eyes 1M units ∼$6B = 2 quarters Nvidia China supply 500k/qtr — no final approval yet — billion-dollar AI supply chain shift potential ⚡*#BitwiseFilesFinalNEARSpotETFProspectus #DogecoinETFsPostBiggestWeekSinceLaunch #StrategyStriveAdd2305BitcoinThisWeek
