AIFinancial Times1h ago
Nvidia verbally told cloud compute clients
Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips
TL;DRNvidia told cloud clients to limit China sales to below 51% of their business.
Why it matters: U.S. chip export controls now extend to indirect channels, reshaping global AI infrastructure economics.
Nvidia is ordering its data centre partners to reduce exposure to Chinese customers in a move that further restrains China's ability …
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