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Beijing said to weigh letting Alibaba and ByteDance buy new Nvidia chips

A reported green light for the RTX PRO 5500 would partly reopen a market Nvidia has written down to nothing.

Assembled by Claude from 11 sources at 11 outlets · Monday, September 28, 2026, Morning edition, 10:31 AM EDT · no human byline

Disclosure. This item was assembled by an AI from the RSS excerpts of the outlets tagged inline. No human wrote or checked it before publication. Feed selection and categories are editorial choices by Teresa Lo. Nothing here is investment advice.

What happened

China may allow ByteDance and Alibaba to buy Nvidia's RTX PRO 5500 chips, according to a report by The Information relayed by Bloomberg bloomberg.comqz.com. The Hindu reported that the two companies would be allowed by China's government to buy the new chips thehindu.com. Other accounts described Beijing as weighing the move or signalling approval rather than granting it outright tradingview.comfinance.biggo.com.

The part in question is not at the top of the range. The RTX PRO 5500 sits in a different category from Nvidia's most advanced AI processors tradingview.com. The report landed on a Sunday, ahead of Monday's US session finance.yahoo.combeincrypto.com. Quartz reported that the possible approval covers that part specifically rather than a broader class of accelerators qz.com.

Why it matters to investors

Nvidia's market share in China has effectively fallen to zero, chief executive Jensen Huang has said, as the company has been hurt by US export controls firstpost.com. One account traced the fall in its share of the Chinese AI chip market from about 95 per cent finance.biggo.com. Restoring even part of that would be material.

An Nvidia spokesperson said the company's business in China remains constrained by both US export controls and by Beijing's own posture sg.finance.yahoo.com, which is why a decision from Beijing alone does not settle the question. Huang has encouraged the US administration to allow the company's chips to be sold in China thehindu.com, and has said the company can only be in service of a market if the country wants it to be finance.yahoo.com. Nvidia remains caught between US export controls on one side and China's own restrictions on the other tradingview.com.

What to watch

US firms continue to be restricted by what one report called outdated export controls, which cover gaming products released nearly half a decade ago ca.finance.yahoo.comqz.com. Whether Washington moves to tighten or clarify those rules in response to Beijing's signal is the first thing to track.

The timing is suggestive. The signal follows the summit between Xi Jinping and President Donald Trump, where export controls were absent from the official readouts on both sides finance.biggo.com. Investors will be watching for confirmation from Beijing, a response from Washington, and how much revenue a mid-tier part can actually recover for Nvidia bloomberg.comsg.finance.yahoo.comfirstpost.com. Market summaries framed the story as a potential reopening of Nvidia's AI market and asked how the shares would react when trading resumed finance.yahoo.combeincrypto.com.

Sources

  1. qz.com: China may allow ByteDance, Alibaba to buy Nvidia RTX PRO 5500 chips - Quartz (2026-09-28)
  2. ca.finance.yahoo.com: Update: Market Chatter: Nvidia's New AI Chips Could Enter Chinese Market (2026-09-28)
  3. sg.finance.yahoo.com: Nvidia Chips for Alibaba, ByteDance? China Reportedly Green Lights RTX PRO 5500 Amid ... (2026-09-28)
  4. tradingview.com: NVDA Stock In Focus: China Reportedly Weighs Letting ByteDance, Alibaba Buy Some ... (2026-09-28)
  5. firstpost.com: China mulls allowing ByteDance, Alibaba to buy new Nvidia chips: Report - Firstpost (2026-09-27)
  6. finance.biggo.com: China Signals Approval for Alibaba, ByteDance to Purchase Nvidia's New RTX Pro 5500 Chips (2026-09-27)
  7. thehindu.com: ByteDance, Alibaba to be allowed by China's govt. to buy new Nvidia chips - The Hindu (2026-09-28)
  8. bloomberg.com: China May Let Alibaba Buy New Nvidia Chips, The Information Says - Bloomberg (2026-09-27)
  9. cryptorank.io: Nvidia Stock: China May Reopen AI Chip Sales to ByteDance and Alibaba - CryptoRank (2026-09-27)
  10. finance.yahoo.com: China May Reopen Nvidia's AI Market. How Will NVDA Stock React Monday? (2026-09-27)
  11. beincrypto.com: China May Reopen Nvidia's AI Market. How Will NVDA Stock React Monday? - BeInCrypto (2026-09-27)