Chinese AI Firms Rush to Lock In Overseas Nvidia Cloud Capacity Over Fears of Tighter US Chip Curbs

Reuters reports Chinese AI firms, including a major cloud provider plus smaller labs, are rushing to reserve Nvidia compute at data centers outside China, fearing the Huang spy scandal will spur Washington to tighten restrictions on remote access. Some firms are approaching Southeast Asian rental providers, while traders inside China are stockpiling restricted Nvidia AI chips ahead of possible tougher smuggling enforcement.