NVIDIA is verbally telling its cloud computing and data center partners to limit business with Chinese companies to 49% of all new agreements. The guidance means at least 51% of their services must go to non-Chinese firms.
The Financial Times and Reuters reported the directive, which extends U.S.-China chip controls from hardware shipments to rented computing capacity. It applies to future deals, not existing contracts.
NVIDIA has not confirmed the threshold. The company said American-built data centers are crucial for U.S. companies to compete globally.