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China plans to purchase the latest US chips? This could be a substantial breakthrough for artificial intelligence following the China-US summit, and this time the consideration for procurement shows significant progress compared to before. Once executed, it could be the biggest breakthrough of this China-US summit! There are several details to note about this planned procurement: 1. According to reports, the purchase under consideration is not the previous H200, but the latest product of this month, the RTX Pro 5500, which is positioned as a high-end dedicated cloud computing product. 2. Part of this procurement involves some companies purchasing in large quantities with configurations of 8 cards per server, planned for AI model operation. Current reports show that ByteDance's purchase volume is very large, about 1 million cards. Nvidia's target supply for the Chinese market is 500,000 cards per quarter, so ByteDance's purchase amount alone already meets Nvidia's supply for two quarters. 3. The current price for a single RTX Pro 5500 card is about 85,000-90,000 RMB per card. Roughly calculating for 1 million cards, ByteDance's potential order is about 85-90 billion RMB, involving a huge amount of money. Therefore, the final outcome depends on the actual quantity approved by the government, the approval standards, and Nvidia's actual supply situation. #财报观察员：美光财报临近，AI存储需求成焦点 4. There is a shift in policy signals. Previously, the procurement logic for the H200 was limited approval for advanced training computing power + limited domestic inference. Now, the policy logic is very likely to become: domestic chips are responsible for strategic directions and large-scale inference → Nvidia high-end GPUs serve as training and high-performance components.