Nvidia 要求云客户减少中国业务并披露终端用户身份
Nvidia pushes cloud customers to cut back on China business
据 The Information 与 Financial Times 报道，Nvidia 已建议部分云客户（包括其投资的 neocloud）减少来自中国公司的业务，指引不具强制性、只适用于未来合同，并通过销售与区域团队口头传达，云客户还需披露访问芯片的终端用户身份。
Nov 3, 2026
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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来源：The Decoder：AI News · the-decoder.com