Nvidia allocates 1% of $70B RTX chip order to China clients

Nvidia has allocated just 1% of its $70 billion RTX chip order book to Chinese clients, underscoring how production constraints and export controls are limiting AI hardware access for China-based buyers. The tiny share means Chinese customers will receive only a fraction of the roughly $700 million implied by that allocation, even as global demand for RTX chips remains intense. The decision matters because it signals that U.S. export restrictions and tight manufacturing capacity continue to shape who gets priority for AI compute hardware. What to watch next is whether Nvidia can expand supply in coming quarters and whether Chinese buyers turn to domestic alternatives or secondary markets to fill the gap.