GoKawiilNvidia tells cloud partners to cap China-bound GPU rentals at 49%
According to the Financial Times, Nvidia has verbally instructed cloud partners worldwide that at least 51% of their GPU services must go to non-Chinese customers, squeezing a key workaround Chinese AI firms used after export controls. The report says Chinese buyers have already snapped up over 1 million Nvidia gaming and workstation cards and ordered more than 6 million export-compliant RTX Pro 5500 cards this year, while a B300 server rack has reportedly resold in China for $2.8 million versus roughly $600,000 abroad.