Nvidia 要求云客户减少中国业务以规避出口管制漏洞
Nvidia 非强制性地建议云服务商减少来自中国企业的新合同，并要求披露终端用户身份。此举旨在填补美国出口管制中关于云端远程访问的监管空白，防止中国公司通过海外数据中心间接获取算力。
报道正文
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.