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Nvidia has reportedly told data center partners to limit their China exposure to below 50% as the US tightens control over AI chip access.

Cloud and data center operators serving Chinese customers will need to restructure their business mix, which affects GPU cloud revenue and compliance planning across the sector.
Trade pressSlicast · November 3, 2026 at 11:19 UTC · US · Source: Invezz
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Nvidia has reportedly told data center… · Slicast