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Nvidia to deliver only about 1% of $70 billion in RTX chips ordered by Chinese AI firms

Alibaba, Tencent, ByteDance and other Chinese AI companies ordered 6 million Nvidia RTX Pro 5500 chips worth $70 billion but expect to receive only about 1% within four months due to production constraints.

Read the full story at Bloomberg AI ↗

Timeline · 3 reports

  1. 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
  2. 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)
  3. 2026-11-04 03:14 · Bloomberg AI
    Nvidia China Clients to Get 1% of $70 Billion RTX Chips Ordered

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