Nvidia tells cloud partners to cap Chinese business at 49%, FT reports
Nvidia has imposed restrictions on data centre partners, mandating that they sell at least 51% of cloud computing services to non-Chinese customers. The Financial Times reports this policy applies only to new contracts, leaving existing agreements in place. The move reflects geopolitical tensions and export control concerns affecting semiconductor and cloud infrastructure partnerships.
Key points
- New contracts limited to 49% Chinese business from cloud partners
- At least 51% of services must serve non-Chinese customers
- Existing contracts remain untouched
- Reflects geopolitical and export control pressures
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