Nvidia pushes cloud customers to cut back on China business
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Nvidia has instructed select cloud customers to reduce their business volume with Chinese companies, aiming to diversify their client base. This guidance, reported by The Information, is not mandatory and applies only to future contracts rather than existing agreements. Cloud providers are also requested to disclose the identities of end users accessing Nvidia chips through these services. The directive was communicated verbally via sales representatives and regional teams. This move addresses a loophole in U.S. export controls that currently restricts physical chip shipments but allows remote access via foreign data centers. Such remote access enables Chinese AI developers to utilize advanced Nvidia hardware without importing it directly. U.S. authorities have been investigating this practice following allegations involving Moonshot AI and its Kimi chatbot.
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