Nvidia asks cloud customers to reduce China business and disclose end users
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According to The Information and the Financial Times, Nvidia has verbally advised some cloud customers (including neoclouds it has invested in) through sales representatives to reduce business from Chinese companies. The guidance is not mandatory and only applies to future contracts. In addition, Nvidia has asked cloud customers to disclose the identities of end users accessing its chips. The move targets remote cloud access channels not covered by U.S. export controls — previously, there were allegations that Moonshot AI (developer of the Kimi chatbot) had obtained advanced chips through overseas data centers. The matter is still at the reporting stage; the actual enforcement of Nvidia's guidance and responses from the parties involved remain to be seen.
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- The DecoderNvidia pushes cloud customers to cut back on China business
According to The Information and Financial Times, Nvidia has verbally advised some cloud customers (including neoclouds it has invested in) through sales representatives to reduce business from Chinese companies. The guidance is not mandatory and applies only to future contracts. Cloud customers are also being asked to disclose the identities of end users accessing chips, a move targeting remote cloud access channels not covered by US export controls. This follows allegations that Moonshot AI (developer of the Kimi chatbot) obtained advanced chips through overseas data centers.
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