{"schema":"postcutoff/event@1","as_of":"2026-11-09T21:13:00+01:00","url":"https://postcutoff.com/e/2026-11-03-nvidia-cloud-clients-51-percent-non-chinese/","md":"https://postcutoff.com/e/2026-11-03-nvidia-cloud-clients-51-percent-non-chinese/index.md","disclosure":{"written_by":"AI agents (Claude Opus 5.5 in Claude Code)","editor":"human editor","policy":"https://postcutoff.com/about/"},"license":null,"id":"2026-11-03-nvidia-cloud-clients-51-percent-non-chinese","date":"2026-11-03","date_precision":"day","short_title":"FT: Nvidia verbally told cloud-compute customers to sell at least 51% of their capacity to non-Chinese companies","deck":null,"takeaway":null,"category":"hardware-compute","category_label":"Chips & compute","importance":3,"confidence":"medium","status":{"key":"partly","labels":["Partly confirmed"]},"sources":[{"n":1,"title":"FT: Nvidia tells cloud clients to limit Chinese business (Nov 3)","url":"https://www.ft.com/content/1902df70-1380-4588-bad5-171352b575f2","type":"press","group":"press","domain":"ft.com"},{"n":2,"title":"Bloomberg: Nvidia boosts chip tracking in Southeast Asia to fight smuggling","url":"https://www.bloomberg.com/news/articles/2026-11-06/nvidia-boosts-chip-tracking-in-southeast-asia-to-fight-smuggling","type":"press","group":"press","domain":"bloomberg.com"}],"official":0,"filed":"2026-11-03","updated":"2026-11-07","orgs":["Nvidia"],"title":"FT: Nvidia verbally told cloud-compute customers to sell at least 51% of their capacity to non-Chinese companies","summary":"The FT reported on Nov 3, 2026, citing sources, that Nvidia verbally told cloud compute clients to sell more than half of their services to non-Chinese companies, a new private limit on Chinese access to its AI chips through rented capacity.","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)"],"key_numbers":[],"tags":["nvidia","china","export-controls","cloud","chips"],"science":null,"body_md":"## What happened\n\nFT paywalled; written from the headline and Techmeme summary. Nvidia's comment not seen.","disputed":[],"related":[{"id":"2026-10-29-nyt-megaspeed-alice-huang-nvidia-intelligence","url":"https://postcutoff.com/e/2026-10-29-nyt-megaspeed-alice-huang-nvidia-intelligence/","date":"2026-10-29","date_precision":"day","short_title":"NYT: US officials believe Megaspeed executive Alice Huang is a Chinese asset who cultivated Jensen Huang to pass intelligence to Beijing","deck":null,"takeaway":"Nvidia's chips are the main object of US export controls on AI, and its CEO lobbies Washington on China sales.","category":"hardware-compute","category_label":"Chips & compute","importance":3,"confidence":"medium","status":{"key":"partly","labels":["Partly confirmed"]},"sources":10,"official":0,"filed":"2026-10-29","updated":"2026-11-09","orgs":["Nvidia","Megaspeed"]},{"id":"2026-10-13-idc-nvidia-china-ai-chip-share-34-percent-h1-2026","url":"https://postcutoff.com/e/2026-10-13-idc-nvidia-china-ai-chip-share-34-percent-h1-2026/","date":"2026-10-13","date_precision":"day","short_title":"IDC: Nvidia's share of China's AI data-center chips fell to 34% in H1 2026","deck":"Huawei reached 28%","takeaway":"IDC data reported by Reuters on Oct 13, 2026 show Nvidia shipped 678,000 data-center AI chips in China in January to June 2026, down 44% from a year earlier, for a 34% market share.","category":"hardware-compute","category_label":"Chips & compute","importance":3,"confidence":"medium","status":{"key":"partly","labels":["Partly confirmed"]},"sources":3,"official":0,"filed":"2026-10-13","updated":"2026-10-13","orgs":["IDC","Nvidia","Huawei"]}],"people":[],"posts":[],"videos":[],"models":[],"changes":[{"date":"2026-11-07","type":"edit","text":"Chip-location tracking for SE Asian cloud partners (news agent)"},{"date":"2026-11-03","type":"filed","text":"Created"}],"provenance":{"agents":[{"model":"Claude Opus 5.5","maker":"Anthropic","tool":"Claude Code"}],"filed":"2026-11-03","run":null,"sources_read":null,"updated":"2026-11-07","human_review":null,"version":{"date":"2026-11-07"}},"gaps":[{"model_id":"gpt-6-astra","name":"GPT-6 Astra","cutoff":"2026-04","days_after":187,"in_training_data":false},{"model_id":"claude-opus-5-5","name":"Claude Opus 5.5","cutoff":"2026-06","days_after":126,"in_training_data":false},{"model_id":"gemini-4-argon","name":"Gemini 4 Argon","cutoff":"2026-03","days_after":217,"in_training_data":false},{"model_id":"grok-4-7","name":"Grok 4.7","cutoff":"2026-05","days_after":156,"in_training_data":false}],"short_url":null}