Financial Times reporting published in Spanish translation by Expansión on November 3 said Nvidia had verbally instructed cloud and data-center partners to allocate at least 51% of their services to non-Chinese companies. The reported instruction would apply worldwide to future contracts, while existing leases would be excluded.
What the 51% threshold means
The reported threshold is a customer-mix requirement, not a blanket ban on Chinese companies using cloud services overseas. If Chinese and non-Chinese customers are the only categories counted, a 51% minimum for non-Chinese customers would leave at most 49% for Chinese customers. That 49% is a conditional arithmetic inference, not a separately stated Nvidia limit.
Expansión’s account said Nvidia’s sales and regional teams conveyed the instruction verbally in recent months. Kju separately reported that Nvidia neither confirmed nor denied the Financial Times account when asked by Agence France-Presse.
Which contracts and providers the report describes
The account described the instruction as global and applicable to future contracts, not existing leases. Chinese technology companies have used overseas cloud capacity for advanced AI work, including model training.
A Singapore-based cloud-services group said it was difficult to find enough non-Chinese customers outside the United States and warned that strict enforcement would hurt its business.
