Chinese AI Firms Ordered 6 Million Nvidia Chips, Expect Only Tens of Thousands

Chinese companies building AI ordered about 6 million of Nvidia's RTX Pro 5500 chips but expect only tens of thousands, Bloomberg reported November 4, 2026. An order is a statement of intent, like a restaurant ticket that may not all be served. What matters is allocation, the number actually shipped, because chip sales depend on deliveries, not order totals.