ByteDance, Alibaba, and Tencent have placed chip orders with Nvidia worth over $35 billion, exceeding what Nvidia can produce in a year. These orders are primarily for the RTX PRO 5500 graphics cards used in AI inference, with deliveries expected to start in early 2027. Nvidia's production is limited by Taiwan Semiconductor's capacity, which is prioritized for Nvidia's new Rubin chips. While these orders signal strong demand and pricing power, they currently lie outside Nvidia's official revenue guidance, making their impact on near-term earnings uncertain.
As of Oct 21, 2026 21:02 WIB, Nvidia shares trade at USD 219.91, up 1.59% on Pluang, reflecting steady investor interest amid the large chip orders from ByteDance, Alibaba, and Tencent. Alibaba's stock is down 3.45% at USD 104.95, with a majority of Pluang users selling. Taiwan Semiconductor, which limits Nvidia's production capacity, is priced at USD 426.69, up 0.38%, showing moderate gains. The most notable figure is Nvidia's market cap of $5.23 trillion, underscoring its dominant position in the tech sector.
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