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中国厂商订购约600万块Nvidia RTX Pro 5500,Nvidia仅能供应约1%
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%。
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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。
11 sources81° AI heatLast updated 2026/11/4 12:33:13
Evidence
11 sourcesRelated source 1arXiv cs.AI
View sourceRelated source 2Fireworks AI
View sourceRelated source 3Genk
View sourceRelated source 4PyTorch
View sourceRelated source 5kimmonismus
View sourceRelated source 6IT之家
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View sourceRelated source 8The Information
View sourceRelated source 9elvis
View sourceRelated source 10vLLM
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