# Nvidia China GPU deliveries reportedly limited to about 1%

> Bloomberg, citing unnamed sources, reports that Nvidia will ship only tens of thousands of RTX Pro 5500 GPUs to Chinese firms in the coming months.

Oossa · 2026-11-04 · https://oossa.com/en/nvidia-china-gpu-deliveries-reportedly-limited-to-about-1

Chinese technology companies including ByteDance, Alibaba and Tencent are expected to receive only a small share of the Nvidia GPUs they ordered. Bloomberg, citing unnamed sources, reports that Nvidia will deliver “some tens of thousands” of RTX Pro 5500 workstation GPUs to China over the next few months — roughly 1% of the orders described in the report.

Tom’s Hardware’s headline describes the orders as part of a $70 billion GPU order from China. The available details do not say how many RTX Pro 5500 cards were ordered, how the reported 1% was calculated, or whether that percentage refers to the value of the orders or the number of GPUs. The reported delivery estimate is therefore a limited snapshot, not a full accounting of Nvidia’s shipments to China.

## What the report leaves unclear

The report attributes the shortfall to supply constraints, but does not specify what is limiting production or give a schedule for later shipments. It also does not break down how many cards are destined for ByteDance, Alibaba, Tencent or other buyers. The companies are described collectively as among the firms set to receive limited numbers.

The RTX Pro 5500 is identified as a workstation GPU, and the report concerns deliveries over the coming months. It does not say whether the orders include other Nvidia products, whether any have already been shipped, or what customers will pay. Nor does it establish whether the reported volume will change as supply conditions shift. Those gaps make it difficult to judge the effect on any one company’s computing plans.

For now, the central claim is narrow: Nvidia is expected to deliver only tens of thousands of these cards against much larger Chinese demand. The report does not say that the remaining orders have been canceled, or when buyers might receive them. The figures come from unnamed sources cited by Bloomberg, rather than a detailed shipment breakdown from Nvidia.

## The facts

- Bloomberg’s unnamed sources estimate deliveries at “some tens of thousands” of RTX Pro 5500 GPUs over the next few months.
- The reported deliveries amount to roughly 1% of the orders described.
- ByteDance, Alibaba and Tencent are among the Chinese firms expected to receive GPUs.
- Tom’s Hardware’s headline puts the Chinese GPU orders at $70 billion.

## Why it matters

Chinese companies planning around Nvidia hardware may have to wait for a much smaller initial shipment than their orders suggest. The report does not establish when later deliveries will arrive, so the effect on any company’s plans remains unclear.

## Sources & references

1. [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](https://www.tomshardware.com/pc-components/gpus/nvidia-can-only-fulfill-1-percent-of-chinas-massive-usd70-billion-gpu-order-for-ai-chips-report-claims-supply-constraints-choke-export-friendly-rtx-pro-5500-deliveries-despite-huge-demand) – Tom's Hardware, 2026-11-04

Last updated: 2026-11-04