Chips and hardwareUpdated November 6

Reported Chinese orders exceed one source’s 2027 production ceiling

The listing comes alongside reports of heavy Chinese demand. Reports citing Reuters say ByteDance, Alibaba and Tencent ordered more than 3 million cards at roughly $11,400 each, while Chinese orders overall reportedly top 6 million. Separately, one source says NVIDIA can make no more than 3 million RTX PRO 5500 cards in 2027. The orders are reported figures, and the production ceiling comes from a single source; taken at face value, the reported orders are more than double that ceiling.

2 publishers2 reports

Coverage started November 6