NVDA · News · 20261104N

China Access Risk

NVIDIA CORP · 2026-11-04 · Importance 31 · Surprise 42

NVIDIA reportedly instructed data-center partners to ensure that at least 51% of their services under future contracts are sold to non-Chinese companies. The directive is intended to limit exposure to Chinese customers and preserve the dominance of U.S. AI infrastructure. The report describes the measure as applying only to future contracts.

Key facts

• NVIDIA reportedly instructed its data center partners to ensure at least 51% of their services are sold to non-Chinese companies; the directive applies only to future contracts. source