Nvidia reportedly requires cloud clients to sell at least 51% of their compute to non-Chinese companies.
The reported requirement applies to Nvidia’s global cloud clients but does not affect signed contracts. Nvidia teams have reportedly carried it out verbally since summer, without written documents.
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@FTFT Exclusive: The world’s largest chipmaker has told cloud computing providers that they must now sell at least 51% of their services to non-Chinese companies. What does the move mean for the US-China AI race? https://ft.trib.al/IdvVIlW
@zijing_wuScoop: Nvidia orders cloud clients to reduce China exposure * Must now have at least 51% of compute sold to non Chinese * Applies to global clients; not affecting signed contracts * Verbally carried out by NV teams since summer, with no written docs https://www.ft.com/content/1902df70-1380-4588-bad5-171352b575f2?syn-25a6b1a6=1
@businessNvidia has instructed its cloud computing clients to scale back their exposure to Chinese companies, according to a report https://www.bloomberg.com/news/articles/2026-11-03/nvidia-tells-data-center-clients-to-trim-china-business-ft-says?taid=6ae974e281a23700013a8b25&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter@FTFT Exclusive: The world’s largest chipmaker has told cloud computing providers that they must now sell at least 51% of their services to non-Chinese companies. What does the move mean for the US-China AI race? https://ft.trib.al/IdvVIlW@zijing_wuScoop: Nvidia orders cloud clients to reduce China exposure * Must now have at least 51% of compute sold to non Chinese * Applies to global clients; not affecting signed contracts * Verbally carried out by NV teams since summer, with no written docs https://www.ft.com/content/1902df70-1380-4588-bad5-171352b575f2?syn-25a6b1a6=1@businessNvidia has instructed its cloud computing clients to scale back their exposure to Chinese companies, according to a report https://www.bloomberg.com/news/articles/2026-11-03/nvidia-tells-data-center-clients-to-trim-china-business-ft-says?taid=6ae974e281a23700013a8b25&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter@FTFT Exclusive: The world’s largest chipmaker has told cloud computing providers that they must now sell at least 51% of their services to non-Chinese companies. What does the move mean for the US-China AI race? https://ft.trib.al/IdvVIlW@zijing_wuScoop: Nvidia orders cloud clients to reduce China exposure * Must now have at least 51% of compute sold to non Chinese * Applies to global clients; not affecting signed contracts * Verbally carried out by NV teams since summer, with no written docs https://www.ft.com/content/1902df70-1380-4588-bad5-171352b575f2?syn-25a6b1a6=1@businessNvidia has instructed its cloud computing clients to scale back their exposure to Chinese companies, according to a report https://www.bloomberg.com/news/articles/2026-11-03/nvidia-tells-data-center-clients-to-trim-china-business-ft-says?taid=6ae974e281a23700013a8b25&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter@FTFT Exclusive: The world’s largest chipmaker has told cloud computing providers that they must now sell at least 51% of their services to non-Chinese companies. What does the move mean for the US-China AI race? https://ft.trib.al/IdvVIlW@zijing_wuScoop: Nvidia orders cloud clients to reduce China exposure * Must now have at least 51% of compute sold to non Chinese * Applies to global clients; not affecting signed contracts * Verbally carried out by NV teams since summer, with no written docs https://www.ft.com/content/1902df70-1380-4588-bad5-171352b575f2?syn-25a6b1a6=1@businessNvidia has instructed its cloud computing clients to scale back their exposure to Chinese companies, according to a report https://www.bloomberg.com/news/articles/2026-11-03/nvidia-tells-data-center-clients-to-trim-china-business-ft-says?taid=6ae974e281a23700013a8b25&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter—
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