Nvidia asks cloud partners to reduce their share of Chinese customers
Prepared by Sintelligent with the help of SI. Published in SI: . Updated: .
Access to advanced computing increasingly depends not only on buying chips, but also on which customers foreign clouds are allowed to serve.
According to The Information, Nvidia has recommended that some cloud customers, including neocloud providers it backs, take fewer orders from Chinese companies and disclose the end users of computing capacity. The Decoder reports that the recommendation is not mandatory and applies to future rather than existing contracts. According to the Financial Times, it was communicated verbally through sales representatives and regional teams. Renting capacity abroad provides access to advanced chips without importing them into China, while current US export rules primarily restrict hardware shipments rather than remote access.
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