Alibaba · Nvidia · China · Tom's Hardware
Nvidia can only fulfill 1% of China’s large $70 billion GPU order for AI chips, report asserts
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Chinese technology giants ByteDance, Alibaba and Tencent, among others, are set to receive only a limited number of Nvidia chips that they've ordered.
Key facts
- This new report suggests that amount has risen to $70 billion, at a cost of $11,000 per unit
- The report suggests that Chinese developers expect a first batch of several thousand RTX Pro 5500 GPUs to be delivered by the end of 2026
- Demand for the RTX Pro 5500 has far outstripped Nvidia's planned production
- Chinese demand for the RTX Pro 5500 is based on its performance and its unique status for shipping
Summary
The GeForce RTX 30-series upgrade matrix, does your Ampere GPU need an upgrade in 2026? Demand for the RTX Pro 5500 has far outstripped Nvidia's planned production. Chinese demand for the RTX Pro 5500 is based on its performance and its unique status for shipping. Unlike the RTX 5090, or other AI-focused workstation GPUs like the H200 and B300, there are no export limits, meaning it can be shipped to China without restrictions.