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The Marked Chart Wire · Tech and AI
Nvidia
Chinese AI companies have reportedly placed orders for 6 million Nvidia RTX Pro 5500 chips valued at roughly $70 billion. Due to production shortages, buyers expect to receive only 1 percent of the total over the next four months.
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Nvidia China
Nvidia is said to be directing 1% of its $70 billion RTX chip orders to clients in China.
Nvidia
Nvidia stated that Chinese clients will receive 1 percent of the $70 billion worth of RTX chips it has ordered.
AI Infrastructure
Supermicro and SambaNova plan to build AI inference racks that combine 10,000 SambaNova SN50 chips with NVIDIA GPUs. The systems target NeoClouds and sovereign data centers.
Nvidia
Nvidia is said to have instructed its cloud partners to direct at least 51 percent of their services to companies outside China.
Nvidia China Restrictions
Nvidia has allegedly instructed global cloud providers to direct at least 51 percent of future service contracts to customers outside China. The verbal directive seeks to limit Beijing's ability to rent overseas compute power for AI workloads.
AI Models
Palantir says a fine-tuned Nvidia model reached 73 percent accuracy at 10 cents per million tokens on a construction task, outperforming Claude and GPT-6 Astra at higher costs.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.