{"id":360424,"date":"2026-09-29T06:30:00","date_gmt":"2026-09-29T04:30:00","guid":{"rendered":"https:\/\/legrandcontinent.eu\/fr\/?p=360424"},"modified":"2026-09-29T00:52:17","modified_gmt":"2026-09-28T22:52:17","slug":"pekin-sappreterait-a-autoriser-bytedance-et-alibaba-a-acheter-des-milliards-de-dollars-de-puces-nvidia","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/fr\/2026\/09\/29\/pekin-sappreterait-a-autoriser-bytedance-et-alibaba-a-acheter-des-milliards-de-dollars-de-puces-nvidia\/","title":{"rendered":"P\u00e9kin s&rsquo;appr\u00eaterait \u00e0 autoriser ByteDance et Alibaba \u00e0 acheter des milliards de dollars de puces Nvidia"},"content":{"rendered":"\n<p>Selon des sources au courant des discussions, le gouvernement chinois serait sur le point d&rsquo;autoriser plusieurs de ses grandes entreprises technologiques, dont ByteDance et Alibaba, \u00e0 acheter des cartes graphiques Nvidia de derni\u00e8re g\u00e9n\u00e9ration, la \u200bRTX PRO 5500. Il s\u2019agirait d\u2019un signal d\u2019ouverture important aux puces am\u00e9ricaines, apr\u00e8s l\u2019achat cet \u00e9t\u00e9 d&rsquo;environ 10 000 puces H200 par ByteDance et Tencent&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-360424' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/09\/29\/pekin-sappreterait-a-autoriser-bytedance-et-alibaba-a-acheter-des-milliards-de-dollars-de-puces-nvidia\/#easy-footnote-bottom-1-360424' title='Qianer Liu, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.theinformation.com\/articles\/china-weighs-allowing-purchases-new-nvidia-chips-bytedance-alibaba&quot;&gt;China Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba&lt;\/a&gt;&amp;#160;\u00bb, &lt;em&gt;The Information&lt;\/em&gt;, 27 septembre 2026.'><sup>1<\/sup><\/a><\/span><\/span>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Outre les contr\u00f4les am\u00e9ricains \u00e0 l&rsquo;exportation, qui limitent les ventes de puces avanc\u00e9es \u00e0 la Chine, P\u00e9kin restreint leur entr\u00e9e sur son march\u00e9 en soumettant chaque achat \u00e0 autorisation afin de favoriser les fabricants chinois, comme Huawei&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-2-360424' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/09\/29\/pekin-sappreterait-a-autoriser-bytedance-et-alibaba-a-acheter-des-milliards-de-dollars-de-puces-nvidia\/#easy-footnote-bottom-2-360424' title='Zijing Wu, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.ft.com\/content\/6c5650fb-969d-4d4e-80d6-8d11002a8cf7?syn-25a6b1a6=1&quot;&gt;China eases limits on Nvidia H200 chips as AI race escalates&lt;\/a&gt;&amp;#160;\u00bb, &lt;em&gt;Financial Times&lt;\/em&gt;, 19 ao\u00fbt 2026.'><sup>2<\/sup><\/a><\/span><\/span>.<\/li>\n\n\n\n<li>L&rsquo;efficacit\u00e9 de cette strat\u00e9gie reste toutefois limit\u00e9e&#160;: les puces chinoises ne sont pas encore produites en assez grand nombre ni assez performantes pour r\u00e9pondre \u00e0 la demande int\u00e9rieure, en particulier celle des grands acteurs&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-3-360424' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/09\/29\/pekin-sappreterait-a-autoriser-bytedance-et-alibaba-a-acheter-des-milliards-de-dollars-de-puces-nvidia\/#easy-footnote-bottom-3-360424' title='Wendy Chang, &lt;a href=&quot;https:\/\/merics.org\/en\/comment\/taking-h200-chips-beijing-balances-self-reliance-goals-ai-growth&quot;&gt;In taking H200 chips, Beijing balances self-reliance goals with AI growth&lt;\/a&gt;, MERICS, 4 mars 2026.'><sup>3<\/sup><\/a><\/span><\/span>.<\/li>\n\n\n\n<li>Une telle autorisation traduirait un certain pragmatisme de la part du r\u00e9gime chinois, qui reviendrait \u00e0 reconna\u00eetre les lacunes des puces chinoises&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-4-360424' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/fr\/2026\/09\/29\/pekin-sappreterait-a-autoriser-bytedance-et-alibaba-a-acheter-des-milliards-de-dollars-de-puces-nvidia\/#easy-footnote-bottom-4-360424' title='Vincent Lee, \u00ab&amp;#160;&lt;a href=&quot;https:\/\/www.bloomberg.com\/news\/articles\/2026-09-27\/china-may-let-alibaba-buy-new-nvidia-chips-the-information-says&quot;&gt;China May Let Alibaba Buy Nvidia\u2019s RTX Chips, Information Says&lt;\/a&gt;&amp;#160;\u00bb, &lt;em&gt;Bloomberg&lt;\/em&gt;, 27 septembre 2026.'><sup>4<\/sup><\/a><\/span><\/span>.<\/li>\n<\/ul>\n\n\n\n<p>Certains acheteurs chinois pr\u00e9voient d&rsquo;int\u00e9grer ces RTX PRO 5500 de Nvidia \u00e0 des serveurs pour faire tourner des mod\u00e8les d&rsquo;IA pour leurs clients.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ByteDance envisagerait \u00e0 elle seule d&rsquo;en commander environ un million d&rsquo;unit\u00e9s, selon <em>The Information<\/em>.<\/li>\n\n\n\n<li>Au prix pratiqu\u00e9 en Chine, une telle commande repr\u00e9senterait 13 milliards de dollars, soit l&rsquo;\u00e9quivalent des deux tiers des ventes de Nvidia \u00e0 des clients chinois durant l\u2019exercice 2026, qui a pris fin en janvier.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/ZZOEV\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Cette d\u00e9cision interviendrait quelques jours seulement apr\u00e8s la <a href=\"https:\/\/legrandcontinent.eu\/fr\/2026\/09\/23\/pourquoi-trump-accueille-t-il-xi-jinping-avec-un-fastueux-protocole\/\">visite d&rsquo;\u00c9tat<\/a> de Xi Jinping \u00e0 Washington, \u00e0 l\u2019issue de laquelle peu d\u2019annonces concr\u00e8tes ont \u00e9t\u00e9 faites.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Jensen Huang, cofondateur et PDG de Nvidia, et Lisa Su, \u00e0 la t\u00eate de son concurrent AMD, figuraient parmi les rares invit\u00e9s assis \u00e0 la table de Donald Trump et Xi Jinping lors du d\u00eener d&rsquo;\u00c9tat organis\u00e9 \u00e0 la Maison-Blanche jeudi 24 septembre.<\/li>\n\n\n\n<li>Huang et Su cherchent \u00e0 retrouver l&rsquo;acc\u00e8s au march\u00e9 chinois, largement ferm\u00e9 par les contr\u00f4les \u00e0 l&rsquo;exportation instaur\u00e9s par l&rsquo;administration Biden en octobre 2022 et maintenus, voire durcis, par l&rsquo;administration Trump.<\/li>\n\n\n\n<li>Nvidia et AMD s&rsquo;opposent \u00e9galement \u00e0 des projets de loi bipartisans visant \u00e0 restreindre davantage les ventes de puces d&rsquo;IA et d&rsquo;\u00e9quipements de fabrication de semi-conducteurs \u00e0 la Chine. Le S\u00e9nat les a int\u00e9gr\u00e9s en juillet \u00e0 sa version de la loi d&rsquo;autorisation de la d\u00e9fense nationale (NDAA) pour l&rsquo;exercice 2027.<\/li>\n<\/ul>\n\n\n\n<p>Les comptes rendus officiels du sommet Trump-Xi ne mentionnent pas les contr\u00f4les \u00e0 l&rsquo;exportation am\u00e9ricains, et Washington dit les avoir retir\u00e9s des n\u00e9gociations commerciales. Selon le repr\u00e9sentant am\u00e9ricain au Commerce, Jamieson Greer, ils n&rsquo;avaient pas non plus \u00e9t\u00e9 \u00e9voqu\u00e9s lors des discussions sur la s\u00e9curit\u00e9 de l&rsquo;IA entre le vice-premier ministre chinois He Lifeng et le secr\u00e9taire au Tr\u00e9sor Scott Bessent, le 20 septembre.<\/p>\n","protected":false},"excerpt":{"rendered":"<p> Une telle autorisation traduirait un certain pragmatisme du r\u00e9gime chinois<\/p>\n","protected":false},"author":2622,"featured_media":360429,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"_yoast_wpseo_estimated-reading-time-minutes":3,"_lgc_tts_voice":"","_lgc_tts_publish":false,"_lgc_tts_history_item_id":"","_lgc_tts_generated_at":"","_lgc_tts_status":"","_lgc_tts_error":"","footnotes":""},"categories":[1729],"tags":[],"staff":[],"editorial_format":[4942],"serie":[],"audience":[],"geo":[531],"class_list":["post-360424","post","type-post","status-publish","format-standard","hentry","category-numerique","editorial_format-actu-breves","geo-chine"],"acf":{"open_in_webview":false,"accent":"default","_thumbnail_id":360429,"excerpt":" Une telle autorisation traduirait un certain pragmatisme du r\u00e9gime chinois","display_date":"","new_abstract":true},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin 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