中国厂商订购约600万块Nvidia RTX Pro 5500，Nvidia仅能供应约1%
中国厂商抢购600万块RTX Pro 5500但Nvidia只能供1%，供货缺口和产能瓶颈的数据都在这篇里。
中国AI与云厂商订购了约600万块Nvidia RTX Pro 5500，总金额约700亿美元，但未来4个月内Nvidia只能供应约1%。Alibaba、Tencent和ByteDance三家的订单超过300万块，该卡单价超过1.1万美元。RTX Pro 5500基于Blackwell架构，配备21760个CUDA核心和84GB GDDR7显存，刚好符合美国出口管制上限，单卡可装下8比特量化的70B参数模型做推理。Nvidia告知合作伙伴2027年全球最多生产300万块，因为台积电产能转向Rubin数据中心芯片，买家自己估计到2027年底只能拿到约70万块，占订单量的约12%。
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.
