TREE NEWS reports: Chinese IT services firm SoftStone (iSoftStone) deleted a WeChat article stating that its order of 8,000 Nvidia 6000D (Blackwell) GPUs had recently arrived, though reposts and media citations remain online. A company securities affairs representative, reached by phone as an investor, said they were unclear on the matter and that SoftStone will disclose items meeting regulatory thresholds based on business conditions, not absolute amounts. The representative added that news and formal filings differ and advised investors not to rely on such business news as their sole investment basis.
SoftStone Deletes Post on 8,000 Nvidia 6000D GPU Delivery
AI take
The deletion, rather than the delivery claim itself, is the signal worth reading. A listed company removing a specific procurement post while its investor-relations contact pleads ignorance suggests internal disagreement over what is disclosable, not necessarily that the order was false. For Nvidia's China-adjacent demand narrative, the episode shows how much of that picture now rests on self-published corporate posts that can vanish. Whether SoftStone addresses the order through a formal filing, or stays silent, is the open question.
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