中国 AI 和云厂商已订购约 600 万张 RTX Pro 5500，总额约 700 亿美元，但 Nvidia 未来 4 个月仅能供应约 1%。阿里、腾讯和字节跳动订购超 300 万张，单价超 11,000 美元；该 Blackwell 卡具备 21,760 CUDA 核心和 84GB GDDR7 显存，符合美国出口限制，单卡可容纳 8-bit 的 70B 参数模型做推理。
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.
来源：Rohan Paul · x.com