英伟达要求云与数据中心客户新合同至少51%服务流向非中国企业
Nvidia has told cloud and data center customers that at least 51% of their services should go to non-Chinese companies, applying to new contracts only. per FT
据 FT 报道，英伟达已告知云和数据中心客户，新签合同中至少 51% 的服务应流向非中国企业。该要求针对海外云租赁这一中国 AI 开发者无需进口芯片即可使用先进算力的路径，因为美国出口管制通常不覆盖远程访问。云厂商还被要求上报芯片最终用户身份；今年早些时候英伟达曾制定白名单，将获准购买其 AI 芯片的亚洲客户数量降至不足一半，一台 B300 机架国际售价约 60 万美元，上月在中国的成交价达 254 万美元。
正文
Nvidia has told cloud and data center customers that at least 51% of their services should go to non-Chinese companies, applying to new contracts only. per FT
That move aims at overseas cloud rental, the route Chinese AI developers use to train on advanced chips without importing them, since US export controls generally don’t cover remote access.
Cloud firms are also asked to report the identities of the chips’ end users, which would let Nvidia see who actually rents its hardware.
Earlier in the year, Nvidia drew up a “white list” and lowered the count of Asian customers cleared to buy its AI chips to less than half. The scarcity appears in pricing: a B300 rack sells internationally for about $600,000 yet went for US$2.54M in China last month, as some report states.