Nvidia to Deliver Only 1% of $70 Billion Chip Orders to Chinese Tech Giants

Nvidia clients in China expect to receive roughly 1% of their massive AI chip orders over the next four months due to severe supply constraints. Chinese technology leaders including Alibaba, Tencent, and ByteDance placed orders for approximately 6 million RTX Pro 5500 chips, valued at roughly $70 billion. However, purchasers anticipate receiving only about 10,000 to tens of thousands of units over that period. The shortfall reflects Nvidia's ongoing struggles to scale production capacity quickly enough to meet surging global artificial intelligence data center demand.