Nvidia news
On November 3, 2026, reports indicated that NVIDIA instructed its global cloud computing and data center partners to limit commercial exposure to Chinese entities by enforcing a "51 percent rule". Under the new policy, partner operators utilizing NVIDIA accelerated computing hardware must allocate at least 51% of their cloud service capacity to non--Chinese customers. The directive applies to upcoming contracts rather than existing agreements, representing an effort to mitigate regulatory and geopolitical exposure surrounding overseas access to advanced AI computing.