Nvidia Reportedly Seeks Limits on Chinese Business at Partner Clouds

San Francisco, 3 November 2026 – Nvidia Corporation has reportedly asked cloud-computing partners to sell at least 51% of their services to non-Chinese companies, according to a report citing five people familiar with the matter. The reported conditions would apply to future contracts rather than existing agreements, adding a potential customer-mix constraint to the AI infrastructure business.

For Asian data-centre operators and investors, the issue is how prospective supplier conditions could interact with customer demand and financing plans. Nvidia did not confirm the specific reported terms. The account should therefore be read as an industry-sourced report, not a new US law, a verified restriction on every Chinese user or evidence that existing contracts have been cancelled.