Nvidia required its cloud services customers to sell at least 51% of their services to companies not affiliated with China. The condition applies to future data center contracts worldwide. According to the Financial Times, it is communicated to partners verbally, without public statements. The restriction does not affect the direct sale of video accelerators, but access to computing power. Chinese tech companies are leasing American chips from foreign cloud operators, including for training artificial intelligence models. This allows you to use equipment abroad without purchasing chips. The new requirements extend Nvidia's control to the customer structure of the data centers themselves. Now it is not enough for the supplier to receive the equipment: in the sales planning he must take into account the source of the customers. For the Chinese AI sector, this is a risk of a reduction in available foreign capacity; For operators, this is another limitation of commercial freedom.

Nvidia required its cloud services customers to sell at least 51% of their services to companies not affiliated with China. The condition applies to future data center contracts worldwide. According to the Financial Times, it is communicated to partners verbally, without public statements. The restriction does not affect the direct sale of video accelerators, but access to computing power. Chinese tech companies are leasing American chips from foreign cloud operators, including for training artificial intelligence models. This allows you to use equipment abroad without purchasing chips. The new requirements extend Nvidia's control to the customer structure of the data centers themselves. Now it is not enough for the supplier to receive the equipment: in the sales planning he must take into account the source of the customers. For the Chinese AI sector, this is a risk of a reduction in available foreign capacity; For operators, this is another limitation of commercial freedom.