Nvidia Urges Cloud Clients to Cut China Business Amid Export Loophole
Nvidia has non-mandatorily advised cloud providers to reduce new business from Chinese firms and disclose end-user identities. This move aims to close a regulatory gap in U.S. export controls regarding remote access via cloud services, preventing indirect compute acquisition by Chinese companies through foreign data centers.
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Nvidia pushes cloud customers to cut back on China business
[Maximilian Schreiner](https://the-decoder.com/author/maximilian-schreiner/) [View the LinkedIn Profile of Maximilian Schreiner](https://www.linkedin.com/in/maximilian-schreiner-b6a5171aa/) Nov 3, 2026 Nvidia has told some cloud customers to take on less business from Chinese companies. The guidance is meant to push cloud providers, including Nvidia-backed neoclouds, toward a more diverse customer mix, The Information reports, citing three people familiar with the matter.
The directive isn't mandatory and applies to future contracts, not existing deals. Cloud customers are also being asked to disclose the identity of end users accessing the chips. According to the Financial Times, the instruction was communicated verbally through sales reps and regional teams.
The move targets a gap in U.S. export controls. The rules restrict chip shipments but generally don't cover remote access through cloud services. That lets Chinese AI developers tap advanced Nvidia chips by renting compute capacity at data centers abroad, without ever importing the hardware. U.S. authorities had been looking into Chinese AI companies accessing such chips through foreign data centers after allegations surfaced involving Moonshot AI, the developer behind the Kimi chatbot.