NVIDIA's large Chinese orders point to a major sales opportunity. Shipments are not expected to start until 2027, and tight production may leave some buyers with only 5% to 10% of requested cards.
That demand gives NVIDIA a large sales opportunity, but it cannot fill every request. Shipments are expected to start in the first quarter of 2027, and some buyers may get only 5% to 10% of what they requested. The orders point to stronger sales potential despite supply limits and past loss of market share in China.
Alibaba joined ByteDance and Tencent in ordering the cards, but the report gives no individual shipment amount. Supply may cover only 5% to 10% of some customers' requests, so the story does not show a clear change for Alibaba.
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