Beijing Taps RTX PRO 5500 Order Form; NVDA Heads to Wall Street Holding a $225.07 Receipt 🍟

China's Ministry of Industry and Information Technology has asked Alibaba and ByteDance how many Nvidia RTX PRO 5500 cards they want and why, The Information reported Sunday, citing two people familiar with the matter. The chip, marketed for AI agents, AI inference and simulation, carries 84 GB of memory and draws up to 600 watts. Because it is a workstation part, it sits outside the data-center hardware covered by US export curbs.

Nvidia closed Friday at $225.07 and gets its first opportunity to react when US markets open Monday. The company's $108 billion forecast for the current quarter assumes no China data-center chip revenue, and any workstation sales there would be incremental to that outlook. Neither Beijing nor the companies has confirmed the plan.

The report arrives days after President Donald Trump hosted Xi Jinping in Washington, with US Trade Representative Jamieson Greer telling the Korea Times that national security export controls were taken "off the table." The September 2025 episode ran the other direction: Beijing told firms to stop buying Nvidia's RTX Pro 6000D, and the stock fell 2.6% that day. Nvidia CEO Jensen Huang said at the time, "I think that we could only be in service of a market if the country wants us to be."

Chinese AI firms remain short of computing power for their chatbots and agents, according to the report. Domestic alternatives are pressing in, with analysts cited by the Korea Times estimating Huawei and Cambricon hold nearly 80% of China's AI server market and Enflame completing a Shanghai debut earlier this month.

Wall Street positioning is already constructive, with all 31 analysts tracked by TipRanks rating Nvidia ($NVDA) a buy at an average target of $324.32. The Information gave no indication of purchase volumes, a timeline or whether larger data-center chips could follow, leaving Monday's session to parse the signal on its own.