Nvidia reportedly tells cloud clients to sell at least 51% of their services to non-Chinese companies
The Financial Times reports Nvidia is ordering data-centre customers to cut their China exposure, backed by site inspections and end-user checks; Nvidia has not commented publicly.
Why it matters
The rule targets a gap in export controls: chips can stay outside China while their computing power is rented to Chinese firms over the internet. A majority-sales floor limits how much of a cloud provider's capacity can flow that way. Reports tie it to US Commerce Department guidance issued in May 2026 and to earlier cuts in Nvidia's approved Asian customers, which hit neoclouds in Singapore, Malaysia and Japan. Watch for confirmation from Nvidia and reactions from Asian GPU rental firms.
Key facts
- Reported by the Financial Times on 3 November 2026
- At least 51% of a cloud client's services must go to non-Chinese companies
- Checks include physical data-centre inspections, contract verification and end-user interviews
- Follows US Commerce Department guidance issued in May 2026
- Nvidia has not commented publicly