Nvidia stopped reporting Singapore revenue after the quarter ended July 2025, when it accounted for 22% of its revenue, after placing Megaspeed on a blocklist (Jonathan Weil/Wall Street Journal)

Nvidia drops ~5% pre-market after its board opens an probe into Jensen Huang; Nvidia previously dismissed the interactions as "nothing unusual or unexpected" (Demetri Sevastopulo/Financial Times)

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)

Nvidia Caps Chinese Cloud Sales at 49%