Nvidia’s Chinese customers will receive only about 1% of a $70 billion order for RTX PRO 5500 graphics cards, according to Bloomberg. ByteDance, Alibaba and Tencent reportedly ordered more than three million cards combined, while total orders from Chinese companies have exceeded six million units. Nvidia expects global production capacity of three million cards in 2027, more than double the Chinese orders alone, and does not guarantee that those orders will be fulfilled. Initial samples are expected in December 2026, ahead of production and commercial shipments in the first quarter of 2027. These constraints stem from U.S. export controls and production-capacity allocations that favor Nvidia’s next-generation platforms.
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