According to Bloomberg, major Chinese AI and cloud companies including Alibaba, Tencent and Bytedance ordered about 6 million of Nvidia's RTX Pro 5500 chips worth $70 billion. However, sources say they expect to receive only about ten thousand chips, roughly 1%, within the next four months. The muted expectations come as Nvidia struggles to expand production capacity to meet surging demand for its advanced AI chips, while data center buildout shows few signs of easing.
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NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/03/2026 | 206.57 |
| Change that session | +2.23% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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