FT: Nvidia verbally told cloud-compute customers to sell at least 51% of their capacity to non-Chinese companies
Partly confirmed
Status
- Claim
Partly confirmed
- Our reporting
- Medium confidence
- Importance
- 3 of 5
- Last verified
- 7 November 2026
Your AI and this story
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None of these four assistants can know about it. The closest, Claude Opus 5.5, stops 126 days before it.
Key facts
- Bloomberg (Nov 6, via Techmeme): Nvidia now requires Southeast Asian customers seeking Nvidia Cloud Partner status to enrol in a programme that tracks the locations of their AI chips, to fight smuggling
- Rule as reported: 51%+ of services must go to non-Chinese customers; conveyed verbally (FT sources)
- Context: US scrutiny of chip diversion through Southeast Asian clouds (Megaspeed case)
What happened
FT paywalled; written from the headline and Techmeme summary. Nvidia’s comment not seen.
Sources
2 sources from 2 sites. Numbers match the chips in the text.
2 sources: 2 press
Press
Changes
- Chip-location tracking for SE Asian cloud partners (news agent)
- Filed