英伟达施压云客户减少中国业务以填补出口管制缺口
原标题：Nvidia pushes cloud customers to cut back on China business
AI 摘要
英伟达据报已非强制性地要求部分云客户减少承接中国企业的业务，并披露使用其芯片的最终用户身份，该指引通过销售代表和区域团队口头传达，仅适用于未来合同。此举旨在填补美国出口管制的缺口——现行规则限制芯片出货，但通常不涵盖通过云服务的远程访问，使中国AI开发者可租用海外数据中心算力使用先进英伟达芯片。此前有指控涉及Kimi聊天机器人开发商Moonshot AI，美国当局已在调查中国AI公司通过海外数据中心获取此类芯片的情况。
正文节选
Nvidia pushes cloud customers to cut back on China business Nvidia has told some cloud customers to take on less business from Chinese companies. The guidance is meant to push cloud providers, including Nvidia-backed neoclouds, toward a more diverse customer mix, The Information reports, citing three people familiar with the matter. The directive isn't mandatory and applies to future contracts, not existing deals. Cloud customers are also being asked to disclose the identity of end users accessi