Nvidia 要求海外云客户 51% 算力服务不流向中国企业
Nvidia 把出口管制打到了云租赁这条灰色通道上，连终端用户是谁都要报，B300 中国报价翻了四倍多，细节很有信息量。
据 FT 报道，Nvidia 通知云计算和数据中心客户，新合同中至少 51% 的服务须面向非中国企业，用于堵住中国开发者通过远程租用海外算力训练模型的路径，因为美国出口管制通常不覆盖远程访问。云厂商还被要求上报芯片终端用户身份。Nvidia 此前已将获准购买 AI 芯片的亚洲客户数量削减过半。价格上，B300 机柜国际售价约 60 万美元，上月在中国报价达 254 万美元。
Nvidia has told cloud and data center customers that at least 51% of their services should go to non-Chinese companies, applying to new contracts only. per FT
That move aims at overseas cloud rental, the route Chinese AI developers use to train on advanced chips without importing them, since US export controls generally don’t cover remote access.
Cloud firms are also asked to report the identities of the chips’ end users, which would let Nvidia see who actually rents its hardware.
Earlier in the year, Nvidia drew up a “white list” and lowered the count of Asian customers cleared to buy its AI chips to less than half. The scarcity appears in pricing: a B300 rack sells internationally for about $600,000 yet went for US$2.54M in China last month, as some report states.
