Chip export controls stories

Nov 3, 2026

Nvidia tells data center clients to reduce China exposure

Nvidia instructed its cloud computing clients to scale back their exposure to Chinese companies, according to Financial Times reporting citing unidentified sources.

Nov 3, 20262 sources

Aug 28, 2026

Trump administration considers new export controls targeting Chinese access to remote AI servers

The Trump administration is reportedly developing new AI export controls to close a loophole allowing China to access advanced AI computing through remote servers. The so-called "AI diffusion rule" could be shared with industry as soon as September 2026.

Aug 28, 20261 source

Top claims

▪Nvidia Corp. instructed its cloud computing clients to ensure at least 51% of their own services are sold to companies outside China, according to a Financial Times report on November 3, 2026
▪Nvidia Corp.'s new 51% compliance guidelines requiring cloud clients to scale back Chinese business will apply globally but affect only future contracts, leaving existing leasing deals unaffected
▪The United States government has sought to restrict sales of Nvidia Corp.'s advanced artificial intelligence chips to China due to national security concerns

Subtopics

AI chips2 China-United States relations2 Compute, chips & AI infrastructure2 U.S.–China relations2 US–China AI competition2 AI data centers1 AI governance1 AI Regulation1 AI security1 Export controls1 Financial ties1 NVIDIA GPU1 U.S. technology trade restrictions1

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