Nvidia can’t fulfill China’s $35 billion chip demands.
ByteDance, Alibaba, and Tencent have reportedly collectively ordered more than 3 million of Nvidia’s RTX Pro 5500 GPUs, among the most powerful still compliant with US export controls. Those orders far exceed planned production, however, and Reuters reports that Nvidia has warned customers they might only get 5 to 10 percent of what they requested. [Link: ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders | https://www.reuters.com/business/retail-consumer/bytedance-alibaba-tencent-place-over-35-billion-worth-nvidia-chip-orders-2026-10-20/ | Reuters]