Chinese firms order $70B in Nvidia chips, only ~1% deliverable

Chinese AI and cloud firms ordered 6 million RTX Pro 5500 GPUs worth about $70 billion, but Nvidia can deliver only 1% over the next four months due to production constraints on export-compliant chips.

2026-11-04 ~ 2026-11-05 · 3 related posts

• China ordered $70B of Nvidia RTX Pro 5500 GPUs but only 1% can be delivered — rohanpaul_ai · 2026-11-04
• Nvidia can fulfill only ~1% of China's $70B GPU order, report claims — emmanuelvivier · 2026-11-05
• Chinese AI developers to receive only a fraction of ordered Nvidia chips — pstAsiatech · 2026-11-05