ByteDance, Alibaba, and Tencent ordered NVIDIA chips worth over $35 billion. However, NVIDIA said it cannot guarantee these orders due to limited production capacity. Partners may get only 5% to 10% of requested quantities. These RTX PRO 5500 cards cost $11,400 each, showing strong demand for available tech in China.
As per Reuters, NVIDIA has told its customers and partners that it can't guarantee fulfillment of these orders.
The demand from Chinese tech firms is far outpacing the company's planned production capacity.
One source said NVIDIA told partners they may get only 5% to 10% of their requested quantities.
Another said the company could make no more than three million RTX PRO 5500 cards globally in 2027.
The RTX PRO 5500 is a workstation chip, built for high-performance professional computers.
It's not as powerful as NVIDIA's most advanced AI processors used in large data-center clusters.
However, it is one of the most powerful NVIDIA chips still available to Chinese buyers.
The three Chinese tech giants have ordered cards priced at about $11,400 each, two of the sources said.
NVIDIA CEO Jensen Huang has said that US restrictions have reduced NVIDIA's share of China's AI data-center chip market from a near monopoly to effectively nothing.
However, the demand for RTX PRO 5500 indicates that NVIDIA still has a significant potential market in China through less powerful products that may still be available.