The US chip ban could extend to the cloud: Nvidia move from Chinese companies

Chinese AI companies are turning to overseas data centers to rent Nvidia computing power, anticipating that Washington may extend its chip restrictions to cloud-based access. A pending bill in the U.S. Congress would target access to restricted chips via cloud services, not just physical exports. The shift matters because it could let Chinese firms keep using Nvidia hardware indirectly even as direct sales are curtailed, potentially reshaping demand for the U.S. chipmaker. Watch for the bill's progress in Washington and whether cloud providers face new licensing or reporting requirements.