Caixin T Morning Brief: Nvidia asks data center customers to reduce China business; China-market Apple Intelligence opens for testing
Nvidia has asked its data center partners to reduce business with Chinese customers, requiring that at least 51% of services be sold to non-Chinese companies; previously there was no such restriction. Zhongji Innolight, responding to rumors of overseas customers cutting orders, said the vast majority of overseas customers have not revised down demand, and demand for 1.6T optical modules from some customers has even increased, with most orders for 2027 already covering the full year. China-market Apple Intelligence has officially opened for testing.
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T Morning Brief｜Nvidia Asks Data Center Customers to Reduce Business with China; China-Region Apple Intelligence Officially Opens for Testing; Zhongji Innolight Responds to Rumors of Overseas Customers Cutting Orders
2026-11-04 08:29:45 Source: Caixin.com Author: Gu Zhaowei Responsible Editor: Guan Cong
November 04, 2026 08:29
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According to a November 3 report by the Financial Times, Nvidia is asking its data center partners to reduce business with Chinese customers and must sell at least 51% of their services to non-Chinese companies; previously there were no such restrictions. Image: Visual China
[Caixin.com]
Zhongji Innolight Responds to Rumors of Overseas Customers Cutting Orders
On the evening of November 3, optical module leader Zhongji Innolight released a record of investor relations activities, responding to market rumors such as overseas customers reducing orders. The company said that the vast majority of overseas customers have not revised down demand or orders, a small number of customers have made structural product adjustments, and some customers' demand for 1.6T optical modules has even increased. For 2027, the vast majority of orders already cover the full year, and at least one key customer has given clear and strong demand guidance for 2028. At present, the pace of data center customers taking delivery is normal, optical module supply overall remains tight, and there has been no abnormal inventory buildup. The company expects that in 2027, price declines for 800G and 1.6T products will be limited, with some products not seeing price cuts; in terms of new optical interconnect technologies, NPO is expected to begin ramping in the second half of 2027, with demand further released in 2028, and XPO is expected to generate demand in 2027.
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