The Financial Times, citing five people familiar with the matter, reported that Nvidia has told its data center partners to sell at least 51% of their cloud computing services to non-Chinese companies. The instructions were delivered verbally through Nvidia's sales force and regional teams. Many Chinese firms have rented advanced computing capacity through overseas cloud arrangements for AI tasks such as model training, so the move adds obstacles for them as Washington tightens Chinese access to advanced U.S. chips. Nvidia shares rose 1.38% in premarket trading. Earlier this year, several senior employees at Super Micro Computer Inc. were charged with smuggling about $2.5 billion worth of Nvidia AI servers to China.
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NVDAChinacloud computingregulation
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/02/2026 | 202.06 |
| Change that session | -1.26% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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