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Nvidia reportedly instructed data center operators to limit business with Chinese customers to 49% of total revenue, ensuring 51% comes from non-Chinese outfits. This global policy applies only to new contracts, not existing hardware leases, amidst ongoing US-China tensions over AI capabilities and a thriving black market for the chips.
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Summary by ByteBrief

Nvidia Caps Chinese Cloud Sales at 49%

Nvidia Tells Cloud Clients to Limit China

Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips (Financial Times)