ByteDance, Alibaba and Tencent ordered over $35 billion of Nvidia chips at list price

What happened: ByteDance, Alibaba and Tencent ordered over $35 billion of Nvidia chips at list price. Nvidia told customers it cannot guarantee full delivery of the RTX PRO 5500 cards. Key numbers: Over $35 billion in orders; RTX PRO 5500 cards. Why it matters: Demand for the cards exceeds planned production, so Nvidia has warned customers that full delivery is not assured.

ByteDance, Alibaba and Tencent ordered over $35 billion of Nvidia chips at list price.

ByteDance, Alibaba and Tencent ordered over $35 billion of Nvidia chips at list price. — impact context not separately stored; see What changed.