NVIDIA estimated to have $70 billion in GPU orders... Chinese customers expected to receive 1% within 4 months

Chinese customers have reportedly placed orders for roughly 6 million Nvidia RTX PRO 5500 GPUs, an estimated $70 billion in value, but are expected to receive only about 1% of that volume over the next four months, according to Bloomberg. The 1% figure reflects Chinese customers' own expectations rather than a confirmed Nvidia allocation or actual shipment rate, and the $70 billion is an estimated order value, not recognized revenue or a signed contract amount. One percent of 6 million units implies roughly 60,000 cards, though that too is not verified shipment volume. The gap matters because it signals how constrained supply allocation to China remains even as order books swell, leaving the pace of actual deliveries and any official Nvidia allocation guidance as the key things to watch.