China Weighs Allowing ByteDance, Alibaba to Buy New Nvidia Chips
On 27 September 2026, The Information reported that China’s Ministry of Industry and Information Technology asked Alibaba, ByteDance and other companies how many of Nvidia’s new RTX Pro 5500 workstation chips they want and what they would use them for, and told some of them it intends to approve the purchases. This article explains the chip, the H200 rationing process it follows, the RTX Pro 6000D orders Beijing blocked in 2025, what Nvidia now earns in China, Alibaba’s Zhenwu V900 and Huawei’s Ascend roadmap, the US export questions the report leaves open, and the signals to watch next.
