Nvidia asks cloud customers to limit business with Chinese companies

Nvidia has asked some cloud and data center customers to send less business to Chinese companies, according to The Information, which cites three people familiar with the matter.

The guidance is not mandatory, applies only to future contracts, and asks customers to disclose the identities of end users accessing Nvidia chips.

A later Financial Times report, cited by Rohan Paul on X, says Nvidia has told these customers that at least 51% of their services should go to non-Chinese companies, under the same new-contract limit. The Financial Times says the move targets overseas cloud rental, which Chinese AI developers use to train on advanced chips without importing them. The earlier report did not give the 51% figure, and neither report names the customers involved or describes enforcement if they decline.