NVDA · News · 20261104N

China GPU Supply Shortfall

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

Chinese AI developers reportedly expect to receive only about 1% of the $70 billion worth of advanced RTX Pro 5500 chips ordered from NVIDIA, or roughly 10,000 of six million chips. Alibaba, Tencent, and ByteDance are among the affected customers. The reported shortfall is attributed to NVIDIA’s difficulty scaling production amid surging global demand for AI chips.

Key facts

• Chinese developers are expected to receive about 1% of the $70 billion in advanced RTX Pro 5500 chips ordered—about 10,000 chips out of six million—because NVIDIA is struggling to scale production to meet global demand. source
• NVIDIA's Chinese technology customers, including Alibaba, Tencent, and ByteDance, reportedly ordered millions of advanced AI processors but are expected to receive about 1% of their total orders over the next several months, due to NVIDIA's difficulty increasing manufacturing to meet global demand. source
• NVIDIA is prioritizing higher-margin AI chips, impacting supply for Chinese customers. source