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Latest / Chips, compute and energy

DealComputeChinaReported

Chinese AI firms expect 1% of the 6 million Nvidia RTX Pro 5500 chips they ordered

See how this story connects

Source: Bloomberg via The StandardAlso reported by Bloomberg, Reuters via The Edge Malaysia

Alibaba, Tencent, ByteDance and other Chinese AI and cloud companies have ordered about 6 million Nvidia RTX Pro 5500 chips, worth about $70 billion at more than $11,000 each, but expect only some tens of thousands, about 1%, within the next four months, Bloomberg reported on 4 November, citing people familiar with the matter. Nvidia has struggled to raise output as demand grows. Reuters had reported on 20 October that ByteDance, Alibaba and Tencent had placed more than $35 billion of orders for the chip.

Why it matters

Chinese companies’ orders for the chip far outrun Nvidia’s supply, so only a sliver of what they bought will arrive in the next four months.

When
4 Nov 2026
ID
WTA-N-2026-0684
Where
China
Who
NVIDIA, Alibaba, Tencent, ByteDance

Summary written with AI by wheresthe.ai, from Bloomberg via The Standard and the reporting credited above. We could not open the primary document, so it is marked Reported. Checked against the source on 4 Nov 2026.

Read the original at Bloomberg via The Standard

Source copy: saved on 4 Nov 2026 to check this story and not republished, because the text belongs to its publisher. Documents the source offers: document 1 (PDF), document 2 (PDF). Also held by the Internet Archive.

Next stop on this Storyline: What happened nextAbout 600,000 Nvidia H200 chips are stored in Hong Kong awaiting Chinese approval

Cite this story

WTA-N-2026-0684: “Chinese AI firms expect 1% of the 6 million Nvidia RTX Pro 5500 chips they ordered.” wheresthe.ai, 4 Nov 2026. https://wheresthe.ai/d/cn-chinese-ai-firms-expect-1-of-the-6-million-nvidia-rtx-pro-2026-11/ (source: Bloomberg via The Standard).

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