NVIDIA reportedly sits on $35B in China orders but can supply only 5-10%
emmanuelvivier · x · 2026-10-21
According to TrendForce, NVIDIA's RTX PRO 5500 has drawn an estimated $35 billion in orders from China, but supply constraints mean only 5-10% of those orders can actually be fulfilled, worsening the chip shortage. The figure underscores the massive gap between Chinese demand for compliant AI chips and NVIDIA's ability to deliver.
Related event: Nvidia's China Orders Hit $35B but Only 5-10% Can Be Delivered(2 posts)→
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