Nvidia reportedly requires cloud partners to limit Chinese revenue share

According to a Financial Times report relayed by Benzinga, Nvidia has told data-center partners worldwide that at least 51% of their cloud service revenue must come from non-Chinese customers. The rule could make it harder for Chinese technology firms to train large AI models through overseas cloud leases, and it arrives as Washington weighs tighter controls on Chinese access to advanced chips via overseas clouds. Nvidia has also reportedly narrowed its approved Asian customer base after stricter compliance reviews.

1. The Financial Times reported on a Tuesday, as relayed by Benzinga in early November 2026, that Nvidia added the 51% non-Chinese revenue requirement for cloud providers.
2. Chinese tech firms have relied on overseas cloud leases for demanding AI workloads, including large-model training.
3. Washington is reportedly weighing tighter controls on Chinese access to advanced US chips through overseas cloud providers.
4. Nvidia has reportedly narrowed its approved Asian customer base following stricter compliance reviews.
5. Nvidia's share of China's AI accelerator market has been described by one academic as effectively zero.