The Decoder cites The Information/FT on verbal sales guidance; no primary Nvidia memo re-opened.
The Decoder, citing The Information and the Financial Times, reports Nvidia has verbally told some cloud customers—including Nvidia-backed neoclouds—to reduce future business from Chinese companies and to disclose end users accessing its chips. The guidance is described as non-mandatory and aimed at future contracts, closing a remote-access gap around U.S. export controls after scrutiny of Chinese AI firms renting foreign GPUs (Moonshot AI/Kimi named in coverage). Primary Nvidia statement beyond secondary reports was not re-opened.
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