Chinese AI Developers Ordered About 6 Million Nvidia Chips but Expect Only Tens of Thousands

Chinese AI developers ordered about 6 million of Nvidia's RTX Pro 5500 chips but expect to receive only some tens of thousands, Bloomberg reported November 4, 2026. An order is a statement of intent. Allocation, meaning how many units actually ship, determines the revenue. Chip revenue models depend on deliveries, not order totals.