ByteDance, Alibaba, Tencent reportedly place over $35B in Nvidia chip orders; Nvidia can't guarantee filling them

ByteDance, Alibaba and Tencent have reportedly placed over $35 billion in Nvidia chip orders, per Reuters citing sources. Nvidia told customers it cannot guarantee filling China orders, and reportedly told partners they might receive only 5-10% of what they ordered, making the $35 billion demand rather than revenue.

Detected & updated continuously · Source: Nebula