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FT: Nvidia tells cloud clients to sell at least 51% of services to non-Chinese customers

The Financial Times reports, citing people familiar, that Nvidia verbally told cloud and data center customers at least 51% of their services must go to non-Chinese companies, applying to new agreements only. Nvidia has not confirmed it; it said US-chip clouds underpin US competitiveness. TopFive could not open the FT; details come from Seoul Economic Daily.

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FIRST SEEN: Nov 3, 2026, 01:10 ET
LAST SIGNAL: 3h ago

Primary source

Financial Timesft.com/content/1902df70-1380-4588-bad5-171352b575f2

Coverage · 13 articles, oldest first

Tuesday, November 3, 2026

01:10
Financial Times
Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips
01:10
Bloomberg
bloomberg.com/news/articles/2026-11-03/nvidia-tells-data-center-clients-to-trim-china-business-ft-says
01:10
Reuters
reuters.com/world/asia-pacific/nvidia-orders-data-centre-clients-reduce-china-exposure-ft-reports-2026-11-03/
01:46
The Information
Nvidia Tells Cloud Clients to Take on Less China Business
02:10
Seeking Alpha
seekingalpha.com/news/4663131-nvidia-tells-cloud-clients-to-sell-at-least-51-of-services-to-non-chinese-firms---ft
03:40
Agence France-Presse
dailymail.com/wires/afp/article-16261451/Nvidia-orders-data-center-clients-reduce-China-exposure-FT.html
03:40
Seoul Economic Daily
en.sedaily.com/international/2026/11/03/nvidia-tells-cloud-clients-51-percent-of-capacity-must-go
05:40
The Asia Business Daily
asiae.co.kr/en/article/2026110317515982390
06:10
The Standard
thestandard.com.hk/innovation/article/347343/Nvidia-orders-data-centre-clients-to-reduce-China-exposure-FT-reports
06:40
invezz.com
invezz.com/news/2026/11/03/nvidia-tells-data-center-partners-to-limit-china-exposure-below-50-report/
07:22
The Decoder
Nvidia pushes cloud customers to cut back on China business
08:40
Semafor
semafor.com/article/11/03/2026/chipmakers-prioritize-data-centers-clients
09:10
Tom's Hardware
tomshardware.com/tech-industry/data-centers/nvidia-tells-data-center-operators-to-limit-business-from-chinese-customers-with-new-global-restrictions-report-claims-allegedly-restricted-to-49-percent-of-the-total-ensuring-51-percent-are-non-chinese-outfits

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