Investinglive iconInvestingliveSep 27, 2026 ~1 min source read

China may let Alibaba, ByteDance buy new Nvidia chips, The Information reports

The Information reports, citing two people familiar with the matter, that China's government has signalled it could allow domestic firms including ByteDance and Alibaba to buy Nvidia's RTX Pro 5500 chip. China's Ministry of Industry and Information Technology has reportedly asked companies including ByteDance and Alibaba to detail their purchase plans for the chip, including quantities and intended use.

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The Information reports, citing two people familiar with the matter, that China's government has signalled it could allow domestic firms including ByteDance and Alibaba to buy Nvidia's RTX Pro 5500 chip.

China's Ministry of Industry and Information Technology has reportedly asked companies including ByteDance and Alibaba to detail their purchase plans for the chip, including quantities and intended use.

The ministry has reportedly told some companies it intends to approve the purchases.

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The useful part

The Information reports, citing two people familiar with the matter, that China's government has signalled it could allow domestic firms including ByteDance and Alibaba to buy Nvidia's RTX Pro 5500 chip. China's Ministry of Industry and Information Technology has reportedly asked companies including ByteDance and Alibaba to detail their purchase plans for the chip, including quantities and intended use. The ministry has reportedly told some companies it intends to approve the purchases.

How it works

  • Any easing in China's stance on Nvidia purchases would be read as a modest positive for Nvidia and the broader AI supply chain, though the report is unverified and the chip in question, the RTX Pro 5500, is...
  • Some industry executives are said to expect the RTX Pro 5500 to fall outside current US export restrictions.

Details worth keeping

Reuters said it could not immediately verify The Information's report.

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