Chinese AI firms' $70B Nvidia chip orders face severe supply shortfall
This story is from 2026-11-04. It is preserved in the archive; the latest stories are on the live feed.
Alibaba, Tencent, ByteDance and other Chinese AI companies ordered 6 million Nvidia RTX Pro 5500 chips worth $70B but expect only about 1% delivered within four months. Moonshot AI has reportedly sought European data centers to rent at least 8,000 Blackwell GPUs amid export curbs.
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Timeline · 8 reports
- 2026-11-05 16:48 · Tom's Hardware
Chinese AI lab Moonshot reportedly looked at European data centers to access Nvidia chips, report claims — Kimi-maker primarily interested in inferencing capacity, but also asked about training clusters - 2026-11-05 16:48 · Tom's Hardware
Chinese AI lab Moonshot reportedly looked at European data centers to access Nvidia chips, report claims - 2026-11-05 14:24 · r/LocalLLM
NVIDIA RTX PRO 5500 Blackwell appears at $17,999 MSRP, higher than RTX PRO 6000 at $16,000 MSRP set some months ago by NVIDIA - VideoCardz - 2026-11-05 14:17 · r/LocalLLaMA
NVIDIA RTX PRO 5500 Blackwell appears at $17,999 MSRP, higher than RTX PRO 6000 at $16,000 MSRP set some months ago by NVIDIA - VideoCardz - 2026-11-05 13:34 · CNBC Technology
Chinese AI lab Moonshot turned to Europe for Nvidia Blackwell access amid U.S. China curbs, sources tell CNBC - 2026-11-04 12:15 · Tom's Hardware
Nvidia can only fulfill 1% of China’s massive $70 billion GPU order for AI chips, report claims — supply constraints choke export-friendly RTX Pro 5500 deliveries despite huge demand - 2026-11-04 12:15 · Tom's Hardware
Nvidia can only fulfill 1% of China’s massive $70 billion GPU order for AI chips, report claims - 2026-11-04 05:55 · Techmeme
Sources: Alibaba, Tencent, ByteDance, and other Chinese AI companies ordered 6M Nvidia RTX Pro 5500 chips worth $70B, but expect only ~1% within four months (Bloomberg)