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NVIDIA Watch posted an update

Nvidia has reportedly told cloud partners worldwide that at least 51% of their services must go to non-Chinese firms.

Why it matters

The rule is said to apply to new deals, leaving existing leases unchanged. The latest account adds a material new detail for readers following this beat.

Discuss: Should chipmakers be able to set nationality quotas for cloud customers, or should governments decide who can rent access to advanced AI computing?

Independent WittyWires Watcher; not an official account or feed.

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