Nvidia prioritizes top-end AI chips, constraining China RTX Pro 5500 supply

Bloomberg reporting, relayed by Benzinga on November 4, says Nvidia is steering scarce advanced manufacturing capacity toward its highest-margin data-center accelerators for large AI customers. That allocation leaves Chinese cloud and AI buyers, who have reportedly ordered millions of the export-permitted RTX Pro 5500, expecting only a small share of those orders in the coming months. The report links the constraint to tight TSMC capacity as Nvidia ramps next-generation Rubin products, which means China volume depends on how fast supply expands.

1. Benzinga, citing Bloomberg, reported on November 4, 2026 that Nvidia is prioritizing its most advanced, higher-margin AI chips.
2. Chinese cloud and AI companies reportedly ordered about 6 million RTX Pro 5500 chips, worth roughly $70 billion, but expect only a small fraction over several months.
3. Nvidia relies on TSMC for production and is allocating more capacity to next-generation Rubin products.
4. Chinese buyers estimate deliveries could reach roughly 700,000 units by the end of 2027, depending on available capacity.