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Nvidia reportedly caps partners' China business at 49%; China responds

11/03/2026 — 11/03, 20:20·3 sources (all)·3 reports (all)·In the 2026-11-03 briefing

Key takeaways

  • The Financial Times reported that Nvidia has asked data center partners to sell at least 51% of their cloud services to non-Chinese companie…

Latest turnChina's Foreign Ministry spokesperson Mao Ning responded on November 3 to a Financial Times report that Nvidia requires some data center partners to offer at least 51% of their services to non-Chinese companies. Mao said she was not aware of the specifics and reiterated that all parties should cooperate on fair, transparent and non-discriminatory principles. The report said the move could restrict Chinese firms' access to key AI technology.

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  1. China's Foreign Ministry spokesperson Mao Ning responded on November 3 to a Financial Times report that Nvidia requires some data center partners to offer at least 51% of their services to non-Chinese companies. Mao said she was not aware of the specifics and reiterated that all parties should cooperate on fair, transparent and non-discriminatory principles. The report said the move could restrict Chinese firms' access to key AI technology.

    36氪AI score 69
  2. Chinese Foreign Ministry spokesperson Mao Ning said on November 3 that she was not aware of the specifics of a Financial Times report that Nvidia requires some data center partners to offer at least 51% of their services to non-Chinese companies. She said all parties should cooperate on fair, transparent and non-discriminatory principles.

    东方财富AI score 59
  3. Nvidia has instructed its data center partners to limit business with Chinese customers, requiring cloud providers to sell at least 51% of their services to non-Chinese companies, the Financial Times reported. The rule applies only to new contracts and leaves existing agreements untouched, according to five people familiar with the matter.

    The Next WebAI score 58

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