Beijing may approve some NVIDIA workstation chip purchases; Alibaba and ByteDance eye millions of units

北京或批准部分NVIDIA新款工作站芯片采购，阿里、字节拟购百万颗

The Information reports Beijing has asked Alibaba and ByteDance about planned purchases of new NVIDIA workstation chips. ByteDance is evaluating buying around 1 million units for AI training. NVIDIA expects to start shipping by end of December and plans to supply 500,000 units per quarter to China. Approval timeline and quotas are unclear; the US hasn't disclosed the chip's export status.

Why it matters: The million-unit scale and Beijing approval detail lift this above generic policy rumors, but the post doesn't disclose the specific chip model or US export control status, so it stays below 85.