Nvidia can fulfill only ~1% of China's $70B GPU order, report claims
emmanuelvivier · x · 2026-11-05
According to Tom's Hardware, China has placed roughly $70 billion in orders for Nvidia AI chips, but supply constraints mean only about 1% can actually be delivered. Deliveries of the export-compliant RTX Pro 5500 remain choked despite enormous demand.
Related event: Chinese firms order $70B in Nvidia chips, only ~1% deliverable(3 posts)→
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