Nvidia has told its data center and cloud computing partners to limit their exposure to Chinese clients, according to a report by the Financial Times. The world's largest chipmaker reportedly instructed partners to ensure that at least 51% of their computing services are allocated to non-Chinese customers.
The guidance was communicated verbally through Nvidia's sales teams and regional offices rather than as formal written instructions, the report noted. The reported restrictions apply to future contracts and do not disrupt existing agreements, while Nvidia has not officially confirmed the measure.
The development poses new hurdles for Chinese artificial intelligence companies that rent overseas cloud infrastructure to access advanced processors without directly importing them under US export controls. A subsequent report by The Information noted that Nvidia's instructions were designed to encourage customer diversification rather than serve as a mandatory restriction.
Sources
- Invezz · 2026-11-03
