Chinese AI firms rush to reserve Nvidia capacity abroad
Chinese AI companies are racing to book Nvidia-powered computing capacity in data centers outside China before a possible US rule closes that route.
NvidiaBlackwellDépartement du Commerce des États-UnisCongrès des États-UnisDigitimesInfrastructureRegulationFlash
According to TechTimes, a reported Commerce Department draft would require licenses for cloud operators in seven countries that receive Blackwell chips, and would exempt US-run data centers that block China. Nvidia's $108 billion forecast for the current quarter assumes no data-center computing revenue from China. Digitimes calls remote access the biggest gap in US chip controls, which Congress and Commerce aim to close.
Source: TechTimes, published on November 13, 2026.