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Nvidia is telling its data-center partners to reduce their exposure to Chinese customers, the Financial Times reported Tuesday, according to a Reuters brief.

The FT cited people with knowledge of the matter. Reuters said it could not immediately verify the report.

The account concerns the customer mix of Nvidia’s data-center partners. It should not be read as a confirmed Nvidia announcement, a blanket ban on Chinese customers or a newly enacted government rule.

Reported shift in customer exposure

Nvidia supplies chips used in artificial-intelligence computing. A request to reduce partners’ exposure to one market would put attention on where those partners sell computing services, not only where their equipment is installed.

The short Reuters dispatch did not specify a deadline, identify the affected partners or explain how the reported requirement would be enforced. Those details remain unresolved in the source available for this report.

The story is a report about prospective business restrictions, not evidence that customers have already moved their workloads or that a measurable amount of revenue has shifted out of China.

JBizNews Desk | New York
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