Nvidia tells cloud clients to sell at least 51% of services to non-Chinese firms

Nvidia has instructed several cloud computing customers to decrease their business exposure to Chinese companies. Specifically, the company is directing cloud clients to sell at least 51% of their services to non-Chinese firms. This guidance aims to limit a primary route for China's AI developers to access advanced computing power. Such directives may reshape global cloud service dynamics, potentially impacting Chinese tech growth and contributing to increased volatility within the semiconductor market.