Nvidia tells cloud partners to cap Chinese business at 49%, FT reports
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Nvidia has instructed its data centre partners to cap business with Chinese customers at 49%, requiring cloud computing providers to direct at least 51% of their services to non-Chinese companies, the Financial Times reported Tuesday, citing five people familiar with the matter. The directive applies only to new contracts, leaving existing agreements untouched. The move signals Nvidia's effort to align its cloud partnerships with U.S. export control policy amid tightening restrictions on advanced AI chip sales to China. It could reshape how partners like hyperscalers allocate capacity between Chinese and Western clients, with compliance costs and contract renegotiations likely. Watch for how Chinese cloud customers respond, whether rivals such as AMD and Huawei gain share, and any formal guidance from U.S. regulators.
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