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Nvidia reportedly pushing cloud partners on compute allocation rules

Original: Nvidia is privatizing export enforcement: sales teams now verbally require global cloud partners to ensure 51% of comput

Nvidia's sales teams are said to be verbally requiring global cloud partners to direct at least 51% of compute capacity to non-Chinese firms or risk losing chip allocations, effectively outsourcing export enforcement to private companies. Meanwhile, black-market Nvidia B300 racks in China are reportedly selling for around $2.8 million as operators scramble to replace lost high-paying customers.

Why now: The claim shows export controls reshaping the AI chip market through private contracts rather than government rules, with prices surging in China.

Nvidiacloud computing providersChinaB300

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• Nvidia is privatizing export enforcement: sales teams now verbally require global cloud partners to ensure 51% of compute goes to non-Chinese firms or lose allocations. As operators scramble to replace high-paying clients, black-market Nvidia B300 racks in China hit $2.8M—four… · asiaai

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