Macro, Policy & Capital
NVIDIA instructed cloud-computing clients to sell at least 51% of their services to non-Chinese companies.
· ComputeLabs Research · from the November 3, 2026 edition
FinancialJuice, citing the Financial Times, reported that NVIDIA told cloud-computing clients to sell at least 51% of their services to non-Chinese companies. Related messages described the instruction as a requirement for data-center clients to reduce their China exposure.
The numerical threshold concerns the clients’ service sales. The supplied messages do not define whether compliance is measured by revenue, compute consumption, contracts, or another denominator, and do not translate the threshold into a GPU count or installed-capacity requirement.
The material does not identify affected customers, implementation deadlines, exemptions, or enforcement provisions. It reports an instruction from NVIDIA, not the text of a government regulation, and provides neither a direct NVIDIA statement nor the underlying Financial Times article.
Additional reporting
- NVIDIA

