Nvidia has instructed its cloud computing partners to ensure that at least 51% of their services are sold to non-Chinese customers, a new policy aimed at reducing export risks amid U.S. regulatory pressures. This unwritten rule, communicated verbally, affects future contracts globally and targets the high demand from Chinese companies renting computing power abroad for AI training. Nvidia's recent financial reports show direct China sales are a small part of revenue, but the policy could impact smaller cloud providers reliant on Chinese demand. Investors will watch Nvidia's upcoming earnings report on November 17 for signs of the policy's financial impact, though current guidance already excludes China data center revenue.
Nvidia's shares are trading at USD 204.59 on Pluang as of Nov 04, 2026 21:31 WIB, down 1.02% in the last day with a market cap of $4.99 trillion. The news about Nvidia instructing cloud clients to sell at least 51% to non-Chinese customers comes while 64% of Pluang users are currently selling NVDA shares. This reflects cautious investor sentiment ahead of Nvidia's earnings report on November 17.
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