
6M GPUs ordered, only 3M can be produced!
China’s demand for NVIDIA’s RTX PRO 5500 workstation cards is reportedly 2x the maximum planned global output for 2027.
Let that sink in.
ByteDance, Alibaba and Tencent alone account for 3M orders, matching the entire projected global production capacity.
This is bigger than a GPU shortage, it’s a sign that the AI arms race is accelerating faster than the supply chain can keep up.
When demand is double supply, compute becomes a strategic advantage and access to compute could increasingly determine who wins the AI race.
The real question isn’t just who has the best AI models, it’s who can secure enough compute to run them.
Alvin Foo指出中国对NVIDIA RTX PRO 5500的需求是全球2027年产能的两倍,字节、阿里、腾讯订单即占满全球产能。这标志着AI军备竞赛加速,算力成为战略优势。算力稀缺性将决定AI竞赛赢家,利好算力基础设施及相关加密资产。




























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