Alibaba and Tencent Face Severe Nvidia Chip Shortfall Despite Massive Orders
Yahoo Finance ·
Major Chinese artificial intelligence developers, including Alibaba Group Holding and Tencent Holdings, are grappling with a severe supply deficit for Nvidia processors. According to a recent Bloomberg report, these cloud and tech firms have collectively placed orders for approximately 6 million RTX Pro 5500 chips over the upcoming four-month period. However, internal expectations suggest actual deliveries will reach only tens of thousands of units, translating to roughly 1% fulfillment of their total requested volume. This dramatic shortage stems from soaring demand for AI-related hardware that continues to outstrip Nvidia's current manufacturing capacity. While these figures represent buyers' projections rather than confirmed delivery schedules, the mismatch threatens to hinder the compute expansion plans of Chinese tech giants. Shipment volumes will ultimately depend on how rapidly the semiconductor manufacturer can scale up its production lines in the near term.
AI 시장 분석
Major Chinese AI companies, including Alibaba and Tencent, have ordered about 6 million units of Nvidia's RTX Pro 5500 chips, but actual deliveries over the next four months are expected to reach only a fraction of a percent, numbering in the tens of thousands. This highlights Nvidia's production capacity limits and disrupts the AI infrastructure deployment schedules of Chinese firms. Investors should closely monitor the risk of delayed AI development by Chinese big tech companies due to supply shortages.
하락 영향
- AI — Only tens of thousands of units, about 1 percent of the order volume, are scheduled for delivery, severely disrupting Chinese AI companies' efforts to expand computing resources and dealing a blow to related revenue growth.
DYAX 전담 분석
With Chinese AI companies receiving only 1% of the 6 million units ordered, major disruptions are occurring in securing advanced computing resources. Combined with Nvidia's supply constraints, this will directly and adversely impact the short-term earnings and AI service expansion speed of Chinese tech companies.
Future scenarios depend on the pace of Nvidia's production expansion and variables related to US restrictions on China. If the supply crunch prolongs, downward pressure on the stock prices of Chinese big tech could increase, requiring close monitoring of actual shipment metrics and alternative chip development speeds over the next four months.
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