Nvidia Reportedly to Ship Only 1% of $70 Billion RTX Chip Orders from Chinese Tech Giants
Chinese technology leaders, including Alibaba Group Holding and Tencent, are expected to receive only a small fraction—approximately 1%—of their massive $70 billion orders for Nvidia's advanced chips over the coming months. This supply shortage is driven by Nvidia's struggle to scale production rapidly enough to keep pace with unprecedented global demand for AI hardware. The discrepancy between order volume and actual shipments highlights significant bottlenecks in the semiconductor supply chain. As Chinese developers face restricted access to high-end computing power, the market remains focused on how Nvidia will balance its manufacturing capacity against soaring demand from both domestic and international clients.
Topics: AI chip demand China tech sector Nvidia supply constraints