Nvidia tells its data centre and cloud computing customers to reduce their reliance on Chinese companies, according to a Financial Times report. The FT says Nvidia has instructed clients that at least 51% of the services they provide should go to non-Chinese firms.
The reports describe the directive as applying to cloud clients that use Nvidia’s data centre products, framing it as an effort to limit the share of business tied to China. Bloomberg and Seeking Alpha both reference the Financial Times’ account and describe the same core requirement, citing unidentified people.
Across the outlets, the main differences are limited. They mostly focus on the reported 51% threshold and on the fact that Nvidia is communicating the instruction to cloud providers, but they vary in how explicitly they attribute details and in their section placement, rather than in materially different facts about what Nvidia requires.