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China's industry ministry asks some companies to size their Nvidia RTX Pro 5500 orders
China asked Alibaba and ByteDance how many Nvidia RTX Pro 5500s they want, with H200 deliveries at a few percent of the 400,000-plus it approved. Shipments sit far below both governments' ceilings, so the limit is in the conditions and oversight attached to them.
Reality
- Evidence35
- Adoption10
- Hype gap+25
- Incentives
- Insufficient
- Confidence40