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Shay Boloor: NVDA reportedly requires cloud providers to limit Chinese firm services

Shay Boloor: NVDA reportedly requires cloud providers to limit Chinese firm services
Nvidia sets cloud provider sales limits

Nvidia is reportedly requiring cloud providers to ensure at least 51% of their services are sold to non-Chinese companies.

Shay Boloor described this move as a limit on the overseas GPU rental loophole that Chinese AI labs have used to bypass export controls.

Earlier this year, Shay Boloor highlighted the surge in demand for Apple’s new device when the foldable iPhone Duo sold out within minutes of preorders opening. In a separate report, Boloor noted that Elon Musk warned about debt markets nearly closing to AI-only neocloud companies, with expectations of consolidation across the sector. Both developments reflect rising pressures on technology providers navigating shifting supply and regulatory conditions.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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