Post reports Chinese AI and cloud firms ordered about 6 million Nvidia cards, with near-term supply at roughly 1% of ordersMachine translation

Chinese AI and cloud firms have ordered about 6M RTX Pro 5500 cards worth roughly $70B, yet Nvidia can only supply about 1%, within the next 4 months. Alibaba, Tencent and ByteDance alone ordered more than 3M, part of a $70B backlog priced above $11,000 per card. Demand is this high because the Blackwell card matches the RTX 5090’s 21,760 CUDA cores, carries 84GB of GDDR7 memory and clears US export limits. That memory fits a 70B-parameter model in 8-bit form on one card, which suits inference, the query-answering work buyers mainly want it for. Nvidia reportedly told partners it can build at most 3M cards worldwide in 2027, as TSMC capacity shifts to its Rubin data center chips. Even buyers’ own estimate of about 700K deliveries by the end of 2027 covers roughly 12% of what they ordered.