Nvidia推云客户减中国业务。

Nvidia推云客户减中国业务。

Nvidia告诉一些云客户从中国公司接受较少的业务。 该指导旨在推动云供应商，包括Nvidia支持的新云公司，走向更多样化的客户组合，The Information Reports，引用了三位熟悉此事的人。

指令不是强制性的，适用于未来的合同，而不是现有的交易。 Cloud 客户也被要求披露访问芯片的最终用户的身份。 "金融时报"称，该指示通过销售代表和区域团队口头传达。

行动的目标是美国出口管制方面的一个漏洞。 规则限制芯片运输，但一般不通过云服务覆盖远程访问。 这让中国AI开发者通过租用国外数据中心的计算能力来开发先进的Nvidia芯片，而从未导入硬件。 美国当局一直在调查中国AI公司通过外国数据中心获取此类芯片的情况。

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Nvidia pushes cloud customers to cut back on China business

Nvidia has told some cloud customers to take on less business from Chinese companies. The guidance is meant to push cloud providers, including Nvidia-backed neoclouds, toward a more diverse customer mix, The Information reports, citing three people familiar with the matter.

The directive isn't mandatory and applies to future contracts, not existing deals. Cloud customers are also being asked to disclose the identity of end users accessing the chips. According to the Financial Times, the instruction was communicated verbally through sales reps and regional teams.

The move targets a gap in U.S. export controls. The rules restrict chip shipments but generally don't cover remote access through cloud services. That lets Chinese AI developers tap advanced Nvidia chips by renting compute capacity at data centers abroad, without ever importing the hardware. U.S. authorities had been looking into Chinese AI companies accessing such chips through foreign data centers after allegations surfaced involving Moonshot AI, the developer behind the Kimi chatbot.

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