Nvidia가 일부 클라우드 고객사에 중국 기업과의 거래를 줄이도록 요청했다.

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, according to The Information, which cites three people familiar with the matter.

The directive is not 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 representatives and regional teams.

The move targets a gap in U.S. export controls. The rules restrict chip shipments but generally do not cover remote access through cloud services. That allows Chinese AI developers to 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.