Nvidia tells cloud clients to sell at least 51% of services to non-Chinese firms

Nvidia has instructed its cloud service clients to sell at least 51% of their services to non-Chinese firms, a directive that could reshape global cloud service dynamics and constrain Chinese tech growth. The policy effectively requires companies using Nvidia's cloud infrastructure to prioritize non-Chinese customers, adding a new layer to ongoing US-China technology restrictions. The move may pressure Chinese firms' access to Nvidia-powered computing resources while influencing semiconductor market volatility. Financial impact remains unclear, as Nvidia has not disclosed which clients are affected or enforcement timelines. Watch for responses from Chinese regulators, affected cloud providers' disclosures, and any follow-on restrictions from US policymakers.