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Nvidia could be on the verge of reopening sales to China. Beijing has signaled it may allow domestic companies to buy the newly launched RTX Pro 5500 workstation GPU, according to a Sunday report by The Information, carried by Reuters on September 27.
What happened
China’s Ministry of Industry and Information Technology (MIIT) has asked companies including ByteDance and Alibaba to report how many RTX Pro 5500 units they intend to buy and how the chips would be deployed. MIIT told some firms that Beijing intends to approve the purchases, though timing, volume limits and exact conditions remain unresolved.
Crucially, no authorization has been finalized. The Information and Reuters both frame the development as a signal from Beijing, not a done deal.
ByteDance is reportedly weighing an order of about one million units for AI workloads. Nvidia is targeting roughly 500,000 RTX Pro 5500 chips per quarter of China production starting late December, so a single ByteDance order could absorb roughly two quarters of planned supply.
The RTX Pro 5500 is a Blackwell-generation professional workstation GPU with 84 GB of GDDR7 memory and 21,760 CUDA cores, priced from above $6,000 per card (per TechPowerUp). It sits outside the data-center accelerator category that has been the main target of U.S. export controls since October 2022. An Nvidia spokesperson told Reuters that “US firms continue to be restricted by a combination of outdated US export controls … and China’s own limits on US imports.” Alibaba and ByteDance did not respond to Reuters’ requests for comment, and Reuters could not independently verify the report.
Key figures:
- ByteDance reportedly considering ~1 million RTX Pro 5500 units
- Nvidia targeting ~500,000 chips per quarter of China production from late December
- RTX Pro 5500 specs: 84 GB GDDR7, 21,760 CUDA cores, $6,000+ price
- Nvidia’s current-quarter revenue forecast (~$108 billion, per Superpower Daily) assumes no China data-center chip revenue
- H200 sales to China were under 1% of Nvidia’s data center revenue in the quarter ended July 26
Why it matters
This would be the first meaningful reopening of Nvidia’s China sales channel since advanced AI chips were frozen out. That workstation GPUs can sidestep data-center controls matters because buyers plan to install the cards in servers for AI workloads anyway. One million units at more than $6,000 each implies a multi-billion-dollar revenue opportunity in a market where Nvidia currently expects zero contribution.
What to watch
Whether Beijing formally approves orders, and on what timeline and volumes. Whether the RTX Pro 5500 avoids fresh U.S. export-restriction friction. Nvidia sales staff reportedly urged customers to order by September 30 to secure supply. Watch for order confirmations from ByteDance and Alibaba.
Related reading: Nvidia Chips Power Armenia’s 300MW ‘AI Factory’ as U.S. Chip Diplomacy Expands, and Micron Faces Taiwan Strike Vote Days Before September 30 Earnings.
If workstation GPUs end up powering Chinese AI datacenters anyway, do export controls still have teeth? Share your take below.
Sources:
https://www.chinatechnews.com/2026/09/28/129979-china-weighs-allowing-bytedance-and-alibaba-to-buy-new-nvidia-chips-heres-why
https://finance.biggo.com/news/b2138563-da72-40a8-bb20-180d295efec1Auto-posted by the Bull Lounge news desk.
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