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Chinese Tech Firms Buying Plenty of NVIDIA Enterprise GPUs

T0@st

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TikTok developer ByteDance, and other major Chinese tech firms including Tencent, Alibaba and Baidu are reported (by local media) to be snapping up lots of NVIDIA HPC GPUs, with even more orders placed this year. ByteDance is alleged to have spent enough on new products in 2023 to match the expenditure of the entire Chinese tech market on similar NVIDIA purchases for FY2022. According to news publication Jitwei, ByteDance has placed orders totaling $1 billion so far this year with Team Green—the report suggests that a mix of A100 and H800 GPU shipments have been sent to the company's mainland data centers.

The older Ampere-based A100 units were likely ordered prior to trade sanctions enforced on China post-August 2022, with further wiggle room allowed—meaning that shipments continued until September. The H800 GPU is a cut-down variant of 2022's flagship "Hopper" H100 model, designed specifically for the Chinese enterprise market—with reduced performance in order to meet export restriction standards. The H800 costs around $10,000 (average sale price per accelerator) according to Tom's Hardware, so it must offer some level of potency at that price. ByteDance has ordered roughly 100,000 units—with an unspecified split between H800 and A100 stock. Despite the development of competing HPC products within China, it seems that the nation's top-flight technology companies are heading directly to NVIDIA to acquire the best-of-the-best and highly mature AI processing hardware.



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Mass manipulation in 3...2...1

Let the banwave continue I say
 
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Mass manipulation in 3...2...1

Let the banwave continue I say
We were already there, I'm now expecting the 5060 to be £600.
 
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Ahhhh...Nvidia, selling supplies to BOTH sides in the next techno-war

Ahhhh...Nvidia, selling supplies to BOTH sides in the next techno-war
 

Wye

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This is another GPU bubble like crypto.
It will bounce back and the prices will go down.
 
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This is another GPU bubble like crypto.
It will bounce back and the prices will go down.

I doubt prices will go down, that does not help their capitalistic end goals.
I would sooner think that they will keep the prices up artificially and push for Geforce Now as the only affordable >looking< option.
 
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I wonder is US will step in - China only wants them for one reason and thats AI..
Well maybe the companies want them for servers, maybe to sell to other countries, trade embargos, could be many many resons.
 
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This is another GPU bubble like crypto.
It will bounce back and the prices will go down.
It's a buzzword for sure, but not completely devoid of product ala crypto.
 
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AI is the new Crypto.
The prices are never going to ease. Especially for the end-users who have to suffer because of greed and callousness of those companies.
 
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These are enterprise level gpus - they are for AI work, nothing else.
It'd be more correct to say HPC, since they can do more than AI, but likely AI yeah.
 
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