Nvidia Tells Data Center Partners to Cut China Business, FT Says

The reported 51% non-Chinese ownership threshold is the detail that matters: it pushes the compliance burden downstream onto cloud partners rather than Nvidia's own sales, and applies only to future contracts, which limits near-term disruption but resets how new China capacity gets financed and structured. The ambiguity cuts both ways — Nvidia neither confirms nor denies, and Beijing says it is unaware — so the practical effect may be uneven enforcement rather than a clean rule. Worth watching is whether partners treat this as a firm condition or a negotiating position, and whether the language hardens into something official.