Nvidia has told its data centre partners to curb business with Chinese clients, the Financial Times reported, in a story carried by Malay Mail on Tuesday (November 3).
The new requirement
According to the report, which cited five people with knowledge of the matter, Nvidia's cloud computing clients must now sell at least 51 percent of their services to non-Chinese companies. The excerpt I reviewed does not explain how the rule will be enforced, when it takes effect, or whether Nvidia has commented publicly.
Wider tech picture
The news comes as technology stocks have been under pressure on worries about heavy spending on artificial intelligence. In a separate report on Tuesday, Malay Mail said Apple topped sales and profit forecasts but flagged rising AI costs ahead of the holiday sales period. Apple recently showed a new touchscreen MacBook Pro at an event in Los Angeles on October 28.
Why it matters
Nvidia's chips are central to the AI boom, and data centre capacity is in high demand worldwide, including in Malaysia, where several data centre projects have been announced in recent years. Rules that shape who can buy computing services may affect cloud providers, customers and the broader technology supply chain. Because this report relies on anonymous sources, readers should wait for official confirmation.
Sources: Malay Mail (FT) - Nvidia tells data centre partners to curb business with Chinese clients | Malay Mail - Apple tops sales and profit forecasts but flags AI costs
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