🇰🇷 Korean, 4 November 2026, AI market share
Nvidia Limits Chinese Customers to 49% of Global Cloud Business
Nvidia requires global cloud customers to limit Chinese customers to 49% of their business, affecting China's AI development.
Nvidia has asked global cloud customers to limit Chinese customers to 49% of their business, blocking China’s indirect use of advanced AI chips from the US.
This move affects the US-China AI technology market share competition, as Chinese companies have used overseas data centers to access US advanced AI chips.
The development of China’s AI technology is under pressure as the indirect path to use US advanced AI chips is narrowing.