Saw an FT report: Nvidia is requiring cloud and data-center partners to sell at least about 51% of their compute services under future contracts to non-Chinese companies. The requirement was communicated verbally through sales and regional teams; existing rental contracts are unaffected.
The key point: it’s not just about “where the chips are shipped,” but also “who rents the computing power.” Remotely renting GPUs from overseas data centers to Chinese customers—a workaround—is also being tightened. In July this year, Nvidia had already cut its list of approved Asian customers by more than half, and stepped up data-center inspections, contract checks, and end-user interviews. Some neo-cloud providers in places like Singapore, whose customer base skews Chinese, worry they may have to reduce capacity if they can’t bring in enough non-Chinese customers.
Export controls are expanding from “shipping chips” to “the customer mix for rented computing power,” tightening the AI arms race another notch.
$NVDA #AI #英伟达 #computing power
The key point: it’s not just about “where the chips are shipped,” but also “who rents the computing power.” Remotely renting GPUs from overseas data centers to Chinese customers—a workaround—is also being tightened. In July this year, Nvidia had already cut its list of approved Asian customers by more than half, and stepped up data-center inspections, contract checks, and end-user interviews. Some neo-cloud providers in places like Singapore, whose customer base skews Chinese, worry they may have to reduce capacity if they can’t bring in enough non-Chinese customers.
Export controls are expanding from “shipping chips” to “the customer mix for rented computing power,” tightening the AI arms race another notch.
$NVDA #AI #英伟达 #computing power
