Nvidia requires cloud clients to direct at least 51% of services to non-Chinese buyers

Nvidia has informed its data centre customers that at least 51% of their services must be sold to buyers outside China. The rule applies worldwide to future cloud contracts and is aimed at limiting Chinese access to advanced AI chips and computing power. Chinese technology firms are expected to have fewer options for training AI models as a result. The restriction has also been linked to rising black market prices for Nvidia B300 chips inside China, where they are banned.