ByteDance, Alibaba aur Tencent ne milkar Nvidia ke **RTX PRO 5500** cards ke liye **$35 Billion** ka order place kiya hai. US ke export rules ki wajah se ye companies top-tier chips nahi le pa rahi hain, isliye ab ye alternative hardware dhoondh rahi hain.
China ki badi tech giants—ByteDance, Alibaba aur Tencent—ne Nvidia ke workstation-grade RTX PRO 5500 graphics cards ke liye $35 Billion se zyada ka order diya hai. Asal mein US ke export restrictions ke chalte ye companies ab B300 ya H200 jaise powerful chips nahi khareed sakti, toh majbouri mein unhone ye alternative raasta chuna hai taaki unka AI aur chatbot development chalta rahe.
Kya ye strategy kaam karegi?
Ye deal koi chhoti-moti nahi hai, isme 3 million se zyada units involve hain aur har card ki keemat lagbhag $11,400 hai. Haalaanki ye cards data-center ke liye nahi bane hain, lekin China ke paas filhal yahi ek option bacha hai.
Supply ka sabse bada panga
Investors ko ye samajhna chahiye ki order dene ka matlab ye nahi ki maal mil hi jayega. Nvidia ne saaf kiya hai ki unke paas itni capacity hi nahi hai. 2027 tak Nvidia sirf 3 million units hi global level par bana payega, jabki China ki demand usse dugni hai. Experts ka manna hai ki shayad in companies ko unke order ka sirf 5% se 10% hi mil paye.
TSMC aur Rubin Platform ka effect
Iske alawa, TSMC apni manufacturing bandwidth ka bada hissa Nvidia ke aane wale Rubin platform ke liye divert kar raha hai. Iska seedha asar workstation chips ki supply par padega. Global market mein agar chip scarcity bani rahi, toh cloud services mehngi ho sakti hain aur AI projects mein deri aana tay hai. Market par nazar rakhein, kyunki Nvidia kitni supply puri kar pata hai, wahi is sector ka agla trigger point hoga.