Nvidia asks cloud customers to cut back China business
What happened
On 3 November 2026, The Decoder reported that Nvidia has asked some cloud customers to take on less business from Chinese companies and to disclose the identity of end users of its chips. The Information, citing three people familiar with the matter, said the guidance is not mandatory and applies only to future contracts, not existing deals; the Financial Times said the request was conveyed verbally by sales representatives and regional teams. As things stand, Nvidia has communicated the guidance verbally to some cloud customers through sales representatives and regional teams, limited to future contracts, with existing deals unaffected.
Written by AI from the reports · updated 4 h ago
Timeline
Follow the reports to see the event from each side.
- The DecoderNvidia pushes cloud customers to cut back on China business
Nvidia has told some cloud customers to take on less business from Chinese companies.
Heat of this event
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