● RegulationNov 4, 2026 · 03:548 sources
Nvidia's Cloud Partnership Ties Prompt Skepticism Over New Chinese Rental Restrictions
From marketbrief.now
AI;DR
Nvidia faces criticism over its ability to enforce supply chain controls, as it continues to list Megaspeed and Aivres as cloud partners despite Chinese rental restrictions and a reported 49% compute limit for Chinese customers.
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- SUPPORT@_pheebini“Verbally carried out by NV teams since summer, with no written docs”x.com
- SUPPORT@chrisrmcguire“Nvidia is now requiring data centers to not sell more than 49% of their compute to Chinese customers”x.com
- SUPPORT@lorandlaskai“NVIDIA still lists Megaspeed as a cloud partner on its website”x.com
- SUPPORT@niubi“Finally putting some limits on the overseas GPU rental loophole Chinese AI labs have relied on to bypass export controls”x.com
- SUPPORT@birdyword“Timing of this story on the eve of the midterms also rather reinforces the idea that the Democrats are now the China hawk party”x.com
- SUPPORT@michellesnie“Nvidia also has partnered with Aivres, the US subsidiary of Entity-Listed Chinese company Inspur”x.com