Nvidia has notified customers that it cannot guarantee the fulfillment of all requests because demand far exceeds planned production. The company told partners that they might receive only 5% to 10% of the quantities they ordered. This surge in demand reflects a rush for export compliant hardware as restrictions continue to block the availability of the most advanced AI processors in the region.
Tuesday, October 20, 2026
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ByteDance, Alibaba and Tencent Order $35B of Nvidia GPUs
Tech13 hours ago
Three of China's largest technology firms have requested over 3 million RTX Pro 5500 workstation cards to maintain computing power under US trade sanctions. ByteDance, Alibaba and Tencent placed the orders for these graphics cards with a collective sticker price of more than $35 billion, with each unit costing approximately 85,000 yuan. These cards are designed for professional computers rather than the large data center clusters used for AI, but they remain among the most powerful chips Nvidia can legally ship to Chinese buyers.
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