**Nvidia 施行新政策，要求新合約雲端與資料中心客戶至少 51% 的服務必須轉向非華為公司。
- 目的**：阻斷中國 AI 開發者利用雲租用高階晶片，因美國出口管制不涵蓋遠端存取。
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Nvidia 施行新政策，迫使客戶將 51% 服務轉向非華為公司，顯示出口管制對 AI 產業供應鏈的深遠影響。
Nvidia has told cloud and data center customers that at least 51% of their services should go to non-Chinese companies, applying to new contracts only. per FT
That move aims at overseas cloud rental, the route Chinese AI developers use to train on advanced chips without importing them, since US export controls generally don’t cover remote access.
Cloud firms are also asked to report the identities of the chips’ end users, which would let Nvidia see who actually rents its hardware.
Earlier in the year, Nvidia drew up a “white list” and lowered the count of Asian customers cleared to buy its AI chips to less than half. The scarcity appears in pricing: a B300 rack sells internationally for about $600,000 yet went for US$2.54M in China last month, as some report states.