Nvidia Tells Partners to Cut China Exposure

Nvidia has reportedly instructed its data centre partners to scale back business with Chinese customers. The Financial Times cited sources familiar with the matter on Tuesday.

Insights:
FILE PHOTO: Nvidia logo is seen in this illustration created on June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo

Nvidia instructed its data centre partners to scale back sales to customers in China, according to a Financial Times report on Tuesday morning. The move comes as regulatory pressure builds on hardware suppliers in the United States. Investors are weighing the revenue impact on semiconductor exporters navigating tightening trade restrictions.