Nvidia's China sales halved to $4.55 billion. Beijing may clear a workstation chip.
China's industry ministry asked ByteDance and Alibaba Group to report their plans to buy NVIDIA's RTX PRO 5500, The Information reported on 27 September.
The ministry told some companies that Beijing intends to approve the purchases.
The RTX PRO 5500 is a card for high-end workstations rather than data-centre clusters. Industry executives cited by The Information expect it to fall outside current U.S. export restrictions.
Nothing has been approved yet.
Nvidia's first-quarter revenue from customers in China and Hong Kong fell 53%, from $9.66 billion a year earlier to $4.55 billion.
In a statement, Nvidia said U.S. firms "continue to be restricted by a combination of outdated U.S. export controls" and by China's own limits on U.S. imports.
Would you build 2027 AI capacity on a workstation card that Beijing still has to approve?
Sources
Our file on Nvidia
- 3 Oct
Nvidia launched its desktop AI computer at $4,000. Nvidia now charges $6,950.
- 1 Oct
Trump ordered federal agencies to rename AI. The new word is Super Intelligence.
- 30 Sept
Samsung and affiliates committed $1 billion to AI infrastructure.
- 30 Sept
Nvidia cleared $150 billion to buy back shares. Apple's biggest was $110 billion.
- 29 Sept
NVIDIA launched a safety net for AI agents. Microsoft and JPMorgan already use it.
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