# Nvidia reportedly sets non-Chinese quota for new cloud GPU leases

_Published Monday, November 9, 2026 at 1:42 PM EST · AI, Infrastructure, Policy · Latest · Tier 1 — Major_

![Nvidia RTX Pro 5500 workstation graphics card with a ribbed black shroud and gold Nvidia logo, on a dark, wave-patterned background. — Primary](https://cdn.mos.cms.futurecdn.net/n3JSWEEYTE8ywDfC8rkMiS-1120-80.jpg)

Nvidia has told cloud partners worldwide that at least 51% of their services must go to non-Chinese firms, Tom's Hardware reported, citing the Financial Times. The instructions were delivered verbally through sales and regional teams and apply to new deals; existing agreements and leases remain unchanged.

The restriction could constrain overseas compute rentals used by Chinese AI companies. Southeast Asian data centers have relied heavily on those customers, and providers unable to attract enough non-Chinese business could have to reduce supply. Nvidia has neither confirmed nor denied the rule. Current U.S. law does not give regulators broad authority over overseas cloud access; legislation extending export controls to that access has passed the House but not the Senate.

## Sources

- [Tom's Hardware](https://www.tomshardware.com/tech-industry/policy/nvidia-cracks-down-on-overseas-cloud-ai-gpu-rentals-for-china-partners-face-51-percent-non-chinese-quota-as-black-market-b300-rack-prices-surge-to-usd2-8-million)

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Canonical: https://techandbusiness.org/newswire/Bmzv7IsAmy4CWK25noXc5t
Published: 2026-11-09T18:42:15.113Z
Story chronology: 2026-11-09T17:48:17.000Z
Retrieved: 2026-11-09T20:48:59.679Z
Publisher: Tech & Business (techandbusiness.org)