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Comments on No. 100 of 137 · The Next Web · edition of Wednesday 4 November 2026

Nvidia tells cloud partners to cap Chinese business at 49%, FT reports

Summary

Nvidia has reportedly told its data centre partners to ensure at least 51% of cloud services go to non-Chinese customers on new contracts, according to the Financial Times, citing five sources. The company verbally conveyed the requirement, which it had not imposed before, and declined to confirm it.

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