FT reports Nvidia told cloud clients to sell 51% to companies outside China
Bloomberg's account of the FT report says Nvidia instructed cloud clients to sell at least 51% of their services to companies outside China. Measurement and enforcement remain unclear.
By Ryan Merket · Published · Updated
Primary source: Bloomberg Technology
Why it matters
If accurate, Nvidia's reported 51% test turns customer mix into a condition of access to scarce AI compute, pushing export-control diligence onto GPU cloud founders who depend on Nvidia allocations to grow.
Nvidia, the company co-founded and still led by Jensen Huang, has told its cloud computing clients to scale back their exposure to Chinese companies, according to Bloomberg's account of a Financial Times report published on November 3rd, 2026. The report says Nvidia instructed customers to make sure they sell at least 51% of their services to companies outside China, citing unidentified people.…
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