Nvidia 要求部分云客户减少承接中国企业业务
Nvidia pushes cloud customers to cut back on China business
Nvidia 已要求部分云客户减少承接中国企业的业务，并披露使用芯片的最终用户身份，该指导并非强制，且只适用于未来合同。据 The Information 和 Financial Times 报道，这一要求通过销售代表和区域团队口头传达，意在推动包括 Nvidia 投资的 neocloud 在内的云厂商形成更多元的客户结构。此举针对美国出口管制的缺口：现行规则限制芯片出货，但通常不覆盖通过云服务的远程访问，中国 AI 开发者因此可在海外数据中心租用算力使用先进 Nvidia 芯片。
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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.