SITUATION EXPLAINED: ByteDance, Alibaba, and Tencent just ordered $35 billion of Nvidia chips, and might get only 10% of them. • The order is 3M+ RTX PRO 5500s, about $11,400 each, an 84GB workstation card that's among the best Nvidia chips China can still legally buy • Chinese orders total 6M+ cards, roughly $70B, but Nvidia can make only 3M worldwide in 2027 • They mainly want them to run AI models, not train them • Vera Rubin and Blackwell are banned in China, the H200 is allowed case by…