Nvidia has purportedly told its data center customers that they must limit the amount of business that they do with Chinese companies in what is a new policy for the U.S. company. The move would mean that data center operators who sell their services to Chinese companies must now track what proportion of their overall business they make up, limiting them to just 49% of the total and ensuring 51% are non-Chinese outfits. The FT reports the new policy has been communicated to Nvidia's customers by its sales force and regional teams, and does not appear to have been laid out in any official form via documentation.
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Notably, Nvidia's alleged new stance on Chinese customers does not only apply to data centers that are located in Asia. Instead, it applies to those based globally, and even then it only affects new and future contracts rather than any existing Nvidia hardware leasing agreements that are in place. S.
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