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

The reported rule applies only to new contracts and leaves existing agreements untouched, adding another barrier for Chinese technology companies developing AI models.

  • On Tuesday, Nvidia instructed cloud computing partners to sell at least 51% of their services to non-Chinese customers, the Financial Times reported, marking a significant tightening of access to AI infrastructure.
  • Since 2022, the United States restricted advanced chip sales to China, yet hardware continues entering via smuggling; earlier this year, Super Micro employees faced charges for moving around $2.5bn in Nvidia servers into China.
  • Nvidia reportedly communicated the mandate verbally through sales teams rather than issuing written instructions, according to five sources; the requirement applies only to new contracts, leaving existing agreements untouched.
  • The company stated that "datacenters and clouds built on American chips are the foundation" for competition, arguing that United States policy encourages building infrastructure on American technology worldwide.
  • Chinese foreign ministry spokeswoman Mao Ning said Beijing hopes for a "fair, transparent and non-discriminatory business environment," following China's year-old ban on foreign AI chips from state-funded data centres.
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Data centers using technology from chip giant Nvidia are only allowed to do limited business with Chinese customers by the company, reports the...

·Antwerp, Belgium
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Nvidia has just imposed new restrictions on its partners, further limiting their activities with Chinese customers. ...

·Brussels, Belgium
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Crypto Briefing broke the news on Tuesday, November 3, 2026.
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