NVDA · News · 20261104N

China Shipments Change

NVIDIA CORP · 2026-11-04 · Importance 69 · Surprise 64

Chinese AI developers reportedly expect to receive about 1% of a $70 billion order for NVIDIA RTX Pro 5500 chips, or roughly 10,000 of 6 million chips ordered. Alibaba, Tencent, and ByteDance are among the affected customers, with deliveries expected to fall short over the next several months. The reporting attributes the shortfall to NVIDIA’s difficulty scaling production amid global demand, rather than disclosing a quantified change in recognized revenue.