Skip to content
Sıfırıncı Dakika
TR
Latest
Applied Compute raises $350 million at a $3.25 billion valuation

Nvidia can only fulfill 1% of China's $70 billion GPU order, report claims

Hardware1 min read

In brief

According to Bloomberg, only about 1% of the RTX Pro 5500 orders placed by Chinese tech giants such as ByteDance, Alibaba and Tencent — tens of thousands of units — will be delivered. Demand far outstripping production is said to have pushed the order value to $70 billion.

  • Same CUDA cores as RTX 5090, 84 GB GDDR7 memory
  • Workstation GPU not subject to export restrictions
  • About $11,000 per unit in China
  • Only ~1% of orders expected to ship
  • Projection of 700,000 cards delivered by end of 2027

Demand far exceeds production

Citing unnamed sources, Bloomberg reports that Nvidia will be able to fill only a small fraction of the RTX Pro 5500 workstation GPU orders placed by Chinese customers. Only "some tens of thousands, or roughly 1%" of the total will be delivered over the coming months.

Chinese firms were previously said to have spent $35 billion on orders for more than 3 million GPUs. The new report puts that figure at $70 billion, at roughly $11,000 per unit.

Why the RTX Pro 5500 is in demand

The card uses the same CUDA cores as Nvidia's flagship gaming GPU, the RTX 5090, but carries 84 GB of GDDR7 memory, making it attractive for AI workloads. Unlike AI-focused workstation GPUs such as the H200 and B300, the RTX Pro 5500 is not subject to export limits, so it can be shipped to China without restrictions.

Delivery timeline

According to the report, Chinese developers expect a first batch of several thousand RTX Pro 5500 GPUs by the end of 2026. A total of 700,000 cards is expected to be delivered by the end of 2027 as Nvidia ramps up production, though that could change. Nvidia has reportedly halted RTX 5090 production to pivot toward its AI-focused enterprise base.

Nvidia criticizes export controls

An Nvidia spokesman declined to comment on shipment numbers to Bloomberg but criticized "outdated U.S. export controls, which cover gaming products released nearly half a decade ago," along with "China's own limits on U.S. imports."

Why it matters

This story shows how the AI chip shortage and export controls are shaping China's AI race, making it a key signal for readers tracking the hardware supply chain.

Sources

  1. Tom's HardwareFirst reported by
    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
NVIDIA#Nvidia#chip supply#export controls#China#GPU

Related stories