Unprecedented scale! Chinese companies ordered Huida's 1.14 trillion yuan chip, but may only receive 5 to 10% of the quantity

Chinese technology giants have ordered more than US$35 billion (NT$1.14 trillion) worth of chips from Huida.

Despite the U.S.'s chip export restrictions, major Chinese technology companies still ordered more than US$35 billion (NT$1.14 trillion) worth of chips from Huida.

ByteDance, Alibaba and Tencent have ordered more than 3 million Huida RTX PRO 5500 graphics cards, with a total value that may exceed US$35 billion. The development comes as Chinese technology companies scramble to acquire computing power amid U.S. restrictions on semiconductor exports, Reuters reported, citing two people familiar with the matter.

The graphics cards ordered by the three Chinese technology giants cost about US$11,400 each, meaning their total purchase value may exceed US$35 billion.

The size of the order, which has not been previously reported, highlights China's huge appetite for Huida's computing hardware, even as export restrictions limit access to its most advanced products.

But according to Reuters, Huida has warned customers and partners that it cannot guarantee delivery as demand from Chinese technology companies far exceeds its planned production.

A source told Reuters that Huida has told partners that they may only receive 5% to 10% of the amount applied for.

The RTX PRO 5500 is a workstation graphics card designed for powerful professional PCs, not the large data center clusters used to train and run advanced AI models. However, it remains one of Huida's most powerful chips currently available to Chinese buyers.

Another source said that Huida has said that its global production of RTX PRO 5500 graphics cards will not exceed 3 million units by 2027.

Washington’s export controls have significantly restricted China’s access to Huida’s leading artificial intelligence processor.

Under current restrictions, Huida's Blackwell-based B300 data center chips cannot be sold to Chinese buyers, while exports of its Hopper-based H200 are subject to review on a case-by-case basis and remain subject to licensing conditions.

Huida CEO Jen-Hsun Huang said that U.S. restrictions have sharply reduced the company's share of China's artificial intelligence data center chip market from a near-monopoly to almost zero. However, demand for the RTX PRO 5500 shows that Huida still has a huge potential market in China with lower-performance products still available.