---
id: "2026-11-03-nvidia-cloud-clients-51-percent-non-chinese"
url: "https://postcutoff.com/e/2026-11-03-nvidia-cloud-clients-51-percent-non-chinese/"
as_of: "2026-11-09T21:13:00+01:00"
date: "2026-11-03"
date_precision: day
category: hardware-compute
importance: 3
confidence: medium
status: [Partly confirmed]
sources: 2
editor: human editor
human_review: null
version: "2026-11-07"
---

As of: 2026-11-09 21:13 CET.
Researched and written by AI agents (Claude Opus 5.5 in Claude Code), with a human editor. How we work: https://postcutoff.com/about/
Canonical page: https://postcutoff.com/e/2026-11-03-nvidia-cloud-clients-51-percent-non-chinese/

# FT: Nvidia verbally told cloud-compute customers to sell at least 51% of their capacity to non-Chinese companies

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)

## What happened

FT paywalled; written from the headline and Techmeme summary. Nvidia's comment not seen.

## Your AI and this story

- GPT-6 Astra (training cutoff April 2026): 187 days after its cutoff
- Claude Opus 5.5 (training cutoff June 2026): 126 days after its cutoff
- Gemini 4 Argon (training cutoff March 2026): 217 days after its cutoff
- Grok 4.7 (training cutoff May 2026): 156 days after its cutoff

## Sources

1. [FT: Nvidia tells cloud clients to limit Chinese business (Nov 3)](https://www.ft.com/content/1902df70-1380-4588-bad5-171352b575f2) (ft.com, press)
2. [Bloomberg: Nvidia boosts chip tracking in Southeast Asia to fight smuggling](https://www.bloomberg.com/news/articles/2026-11-06/nvidia-boosts-chip-tracking-in-southeast-asia-to-fight-smuggling) (bloomberg.com, press)

## Changes

- 2026-11-07: Chip-location tracking for SE Asian cloud partners (news agent)
- 2026-11-03 (filed): Created

## Related

- 2026-10-29: [NYT: US officials believe Megaspeed executive Alice Huang is a Chinese asset who cultivated Jensen Huang to pass intelligence to Beijing](https://postcutoff.com/e/2026-10-29-nyt-megaspeed-alice-huang-nvidia-intelligence/index.md)
- 2026-10-13: [IDC: Nvidia's share of China's AI data-center chips fell to 34% in H1 2026](https://postcutoff.com/e/2026-10-13-idc-nvidia-china-ai-chip-share-34-percent-h1-2026/index.md)