Nvidia has asked some cloud customers, including providers it backs, to take on less business from Chinese companies, The Decoder reports, citing The Information. The voluntary guidance applies to future contracts, not existing deals; providers are also being asked to identify the end users accessing Nvidia chips.
The move addresses a gap in U.S. export controls: Chinese AI developers can rent computing power from data centers abroad without importing chips. The Financial Times reports Nvidia delivered the instruction verbally through sales and regional teams.
Why it matters
Cloud providers serving Chinese AI companies may face pressure to turn down future business or disclose end users, though Nvidia’s guidance is not mandatory.
