Nvidia can only fulfill 1% of China’s massive $70 billion GPU order for AI chips, report claims — supply constraints choke export-friendly RTX Pro 5500 deliveries despite huge demand
Chinese technology giants ByteDance, Alibaba and Tencent, among others, are set to receive only a limited number of Nvidia chips that they've ordered. Bloomberg is reporting that, according to unnamed sources, only "some tens of thousands, or roughly 1%" of RTX Pro 5500 workstation GPUs will be delivered over the next few months.
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Demand for the RTX Pro 5500 has far outstripped Nvidia's planned production. According to earlier reports, Chinese firms were suggested to have spent $35 billion on orders for over 3 million of the GPUs, far beyond Nvidia's ability to produce them. This new report suggests that amount has risen to $70 billion, at a cost of $11,000 per unit.
Chinese demand for the RTX Pro 5500 is based on its performance and its unique status for shipping. …
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