China ordered $70B of Nvidia RTX Pro 5500 GPUs but only 1% can be delivered
rohanpaul_ai · x · 2026-11-04
Per Tom's Hardware, Chinese AI and cloud firms have ordered 6M Nvidia RTX Pro 5500 cards worth roughly $70B, yet Nvidia can supply only 1% within the next 4 months.
- Alibaba, Tencent and ByteDance alone ordered 3M+ cards from a $70B backlog priced above $11,000 per card
- Demand stems from the Blackwell card matching the RTX 5090's 21,760 CUDA cores, carrying 84GB of GDDR7, and clearing US export limits
- 84GB fits a 70B-parameter model in 8-bit on one card — ideal for the inference workloads buyers mainly want
- Nvidia reportedly told partners it can build at most 3M cards worldwide in 2027 as TSMC capacity shifts to Rubin data center chips
- Even buyers' own estimate of 700K deliveries by end-2027 covers only 12% of orders
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