Sources say Nvidia tells cloud partners to sell over half of services to non‑Chinese firms
Sources reported that Nvidia has verbally instructed its data‑centre partners to ensure more than 51% of the compute services they sell go to customers outside China. The directive, conveyed to cloud providers, aims to curb Chinese access to the company’s advanced AI chips and related hardware. Nvidia’s move follows earlier export‑control pressures and reflects a broader effort to limit China’s…
Key points
- Nvidia verbally instructed data‑centre partners to sell over 51% of services to non‑Chinese customers
- The move aims to further limit China’s access to advanced AI chips and compute hardware
- Partners must adjust sales mix, but the guidance is not a formal regulation
The guidance is not a formal regulation but a verbal instruction, meaning partners must adjust their sales mix to comply. Analysts note that such a shift could reduce the amount of high‑performance AI compute available to Chinese firms, potentially slowing their development of large‑scale models. The policy adds to a series of steps by Western chip makers to restrict advanced semiconductor sales to China amid ongoing geopolitical tensions.
While the exact impact on cloud pricing and service availability remains unclear, the instruction signals a tightening of the technology supply chain for Chinese AI projects, reinforcing the strategic importance of chip access in the global AI race.
Nvidia tells cloud clients to sell at least 51% of services to non-Chinese firms
cryptobriefing.com · 2 November 2026
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This text was published by cryptobriefing.com and written by Diego Almada Lopez. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
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