英伟达据报要求云客户减少中国业务
英伟达据报要求部分云计算客户降低中国客户业务占比,后续报道称其可能要求至少51%的服务面向非中国客户。该说法存在争议:The Information与Financial Times援引消息称指导主要适用于未来合同,The Decoder则称其并非强制性要求,并涉及披露最终用户。Nvidia接受AFP采访时既未确认也未否认这一政策。
据报道,该指导可能进一步限制中国AI开发者通过境外数据中心远程使用英伟达先进算力,而这种访问路径并未被美国芯片出口管制完全覆盖。

Nvidia has instructed its data centre partners to limit business with Chinese customers, requiring cloud computing providers to sell at least 51% of their services to non-Chinese companies, the Financial Times reported on Tuesday.
The rule applies to new contracts, leaving existing agreements untouched, according to five people familiar with the matter cited by the FT.
Nvidia reportedly communicated the requirement verbally through its sales force and regional teams rather than issuing written instructions. The company had not previously imposed such a restriction.