Nvidia (NVDA) Secures $35B RTX Pro 5500 GPU Orders from Chinese Giants Amid Supply Constraints

gurufocus.com · 2026-10-20

On October 20, 2026, Nvidia Corporation (NASDAQ: NVDA) announced it has received over $35 billion in orders from major Chinese technology firms ByteDance, Aliba

TickrTrends take: Nvidia has secured 35 billion dollars in orders for RTX Pro 5500 GPUs from major Chinese companies, demonstrating sustained demand for its professional-grade graphics processors despite global supply limitations. Given TickrTrends' current assessment that NVDA trades at an undervalued level, investors monitoring the stock should observe whether this large order volume translates into revenue recognition timing and gross margin expansion in upcoming quarters. Supply constraints that accompany such substantial orders may warrant attention as they could either support pricing power or create fulfillment risks that impact near-term financial performance.

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