How many chips did the Chinese companies order, and how much are they worth?

Alibaba, Tencent, Bytedance and other Chinese AI and cloud majors ordered about 6 million of Nvidia's RTX Pro 5500 chips worth $70 billion, according to Bloomberg.

How many chips do they expect to actually receive?

They only expect to get some ten thousand chips, or roughly 1%, within the next four months.

Why are the expectations so low?

The report says Nvidia is struggling to shore up production capacity and meet surging demand for its advanced AI chips, as the data center buildout showed few signs of easing.

AI Business & IndustryYahoo Finance AI1h agoNov 4, 2026, 16:00 JST

Nvidia China clients to get 1% of RTX Pro 5500 orders

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3 Key Points

What happened
Alibaba, Tencent, Bytedance and other Chinese AI and cloud majors ordered about 6 million Nvidia RTX Pro 5500 chips worth $70 billion, Bloomberg reported, but expect only some ten thousand chips, roughly 1%, within four months.
Why it matters
Nvidia is struggling to shore up production capacity while data center demand shows few signs of easing, so buyers waiting on these orders appear unlikely to get them on the scale they planned, based on the reported expectations.

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FAQ

How many chips did the Chinese companies order, and how much are they worth?: Alibaba, Tencent, Bytedance and other Chinese AI and cloud majors ordered about 6 million of Nvidia's RTX Pro 5500 chips worth $70 billion, according to Bloomberg.
How many chips do they expect to actually receive?: They only expect to get some ten thousand chips, or roughly 1%, within the next four months.
Why are the expectations so low?: The report says Nvidia is struggling to shore up production capacity and meet surging demand for its advanced AI chips, as the data center buildout showed few signs of easing.

Yahoo Finance AIRead Original Article

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