Nvidia ordena a sus clientes de centros de datos que reduzcan su exposición a China
El mayor fabricante de chips del mundo exige a los proveedores de servicios de computación en la nube que la mayoría de sus clientes no sean chinos. Leer
Nvidia, the world's leading chip manufacturer, has instructed data center customers to reduce their exposure to Chinese clients, thereby limiting China's ability to keep pace with American rivals in the rapidly intensifying AI race. According to five sources, Nvidia has verbally communicated this new requirement to its cloud computing service providers, with the sales and regional teams of the company enforcing the directive rather than documenting it.
This measure poses a fresh threat to Chinese tech firms' aspirations in AI, as Washington continues to restrict their access to advanced American chips through cloud computing services agreements abroad. While the restrictions apply to future contracts and not existing lease agreements, the measures have already caused a scarcity of advanced computing capacity for Chinese tech companies.
A single rack of Nvidia's B300 chips, priced at around $600,000 ($532,000), reached 18.5 million yuan ($2.5 million) in China due to its scarcity. Nvidia's actions have forced data centers outside the US to desperately seek non-Chinese clients to avoid reducing their scale of operations. The company's stock has fallen over 13% in the past month, temporarily eclipsing Apple as the world's most valuable publicly traded company.
Written by urgent.news from Expansion ES's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
