Компанія Nvidia зобов'язала своїх партнерів, які займаються дата-центрами, скоротити обсяг послуг, що надаються китайським клієнтам. Цей крок ще більше обмежує можливості Китаю не відставати від американських конкурентів на тлі загострення суперництва між двома світовими лідерами у сфері штучного інтелекту.
According to five sources familiar with the situation, in recent months, the world's largest chipmaker has told its cloud computing customers that they must now sell at least 51% of their services to companies that are not chinese.
According to the interlocutors, these instructions were transmitted orally; their implementation is controlled by Nvidia's sales departments and regional teams, and these requirements are not officially recorded in the documents.
The publication explains that Chinese technology companies now face a new threat to their AI ambitions. The US is taking measures to further restrict China's access to advanced US chips — in particular, through agreements to use cloud computing capacity abroad.
These additional rules apply to Nvidia customers worldwide, not just data centers in Asia. However, they apply only to future contracts and do not affect existing lease agreements.
"Data centers and cloud platforms built on American chips are the foundation necessary for American developers of models and applications to compete in the global market. Longstanding U.S. policy encourages the use of American infrastructure in cloud services and promotes customer engagement in any region of the world.