Nvidia stock faces fresh China chip delivery squeeze

Chinese AI and cloud companies have ordered about 6 million RTX Pro 5500 chips from Nvidia, but expect to receive only a small fraction over the next four months. Yahoo Finance reported the figures on Wednesday, November 4, citing a Bloomberg report.

Orders far exceed near-term supply

Alibaba, Tencent, ByteDance and other Chinese customers are expected to receive only tens of thousands of units, or about 1 percent of the orders, according to the report. At more than 11,000 US dollars per chip, the orders represent about 70 billion US dollars in potential demand.

The RTX Pro 5500 is not among the most advanced Nvidia products restricted by US export controls, yet production remains constrained. Nvidia and Taiwan Semiconductor Manufacturing are directing more capacity toward next-generation products such as Rubin, while Nvidia is prioritizing higher-margin processors for customers including OpenAI and Anthropic.

Yahoo Finance said the first shipments could comprise several thousand chips by the end of 2026, followed by tens of thousands around February. One buyer's internal estimate pointed to roughly 700,000 units by the end of 2027, although final volumes depend on Nvidia's production plans.

China remains a supply variable

The reported backlog highlights strong Chinese demand but also limits the pace at which that demand can become revenue. Customers are expected to continue considering domestic alternatives from Huawei, Cambricon and Alibaba's T-Head if Nvidia supply remains tight.

Nvidia stock traded at 166.26 euros on Lang & Schwarz at 17:30 CET on Thursday, November 5, 2026. The real-time quote of Nvidia stock is available separately. The company is due to report its next results on November 17, according to Yahoo Finance.

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