Wire · regulatory
Nvidia Is Telling Cloud Clients to Sell at Least 51% to Non-Chinese Customers
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Fusion42 · 4 November 2026 · Fusion42 review
Nvidia has instructed its cloud partners to limit business with Chinese customers to below 49%, effectively requiring that at least 51% of services be sold to non-Chinese clients. This directive, communicated informally, targets the use of Nvidia's rented computing power for AI training by Chinese tech firms and aims to reduce export risk, impacting cloud providers globally.
This Wire brief sits within Fusion42's coverage of Cloud Infrastructure.
◆ ◆ The Wire takeaway
You must reconsider your cloud client base if your business relies on Nvidia chips for AI workloads rented to Chinese companies. Nvidia’s informal sales rule opens the door to lose or reconsider access to Chinese customers immediately.
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1 source · 4 Nov 2026
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