Nvidia orders data centre clients to reduce China exposure, FT reports

Nvidia Tells Cloud Clients to Take on Less China Business

Nvidia has recently told some cloud computing customers to reduce their exposure to Chinese companies, according to three people familiar with the matter, potentially narrowing a key route for China’s AI developers to access advanced computing power. The guidance is intended in part to encourage cloud providers, including Nvidia-backed neoclouds, to bring in a more diverse mix of customers,

Nvidia Tells Data Center Clients to Trim China Business, FT Says

Nvidia Corp. has instructed its cloud computing clients to scale back their exposure to Chinese companies, the Financial Times reported, citing unidentified people.

Nvidia orders data center clients to reduce China exposure: FT

Nvidia's cloud computing clients must now sell at least 51 percent of their services to non-Chinese companies, the FT reported, citing five people with knowledge of the matter. The new rules only affect future contracts and not existing agreements, the report said. Nvidia neither confirmed nor denied the report to AFP, but said in a statement that "datacenters and clouds built on American chips are the foundation that American model and applica…

Nvidia orders data centre clients to reduce China exposure, FT reports

Nvidia tells cloud clients to sell at least 51% of services to non-Chinese firms - FT (NVDA:NASDAQ)

Discover why Nvidia is urging cloud clients to cut China exposure and shift sales abroad, and what it means for AI chip demand and global strategy.

Nvidia tells cloud clients to cap China business at 49% of their services

Operators that buy Nvidia chips in bulk and rent out the compute are the ones affected. The guidance effectively asks them to send at least 51% of their services to firms outside China, and Nvidia reportedly passed it on verbally through sales and regional teams.