Reuters reported on October 20, 2026, citing people familiar with the matter, that ByteDance, Alibaba and Tencent ordered more than 3 million Nvidia RTX PRO 5500 workstation cards, worth over $35 billion at list price, with total Chinese orders exceeding 6 million units. Nvidia has not confirmed the figures and said it cannot guarantee it can fill the orders, which sit outside its current-quarter guidance of $108.0 billion plus or minus 2%. Commercial deliveries are expected to begin in the first quarter of 2027, and one source said partners might receive only 5% to 10% of what they requested, as Nvidia can produce no more than 3 million of these cards globally in 2027. Nvidia closed at $216.47 on October 20, down 0.29%. The article argues Rubin matters more to the investment case than China, and the key test is the earnings report expected on November 18, a date Nvidia has not confirmed.
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NVDAsemiconductorsChinaartificial intelligence
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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