The world's largest chipmaker has told cloud computing providers that they must sell at least 51% of their services to non-Chinese companies, according to an exclusive report from the Financial Times.
AI chips · Cloud access · US–China
Chipmaker reportedly requires cloud providers to sell at least 51% of services to non-Chinese companies
A reported demand aimed at cloud computing providers, the companies that rent out servers, storage and processing power, with direct implications for the AI competition between the United States and China.
Reported minimum
51%
Share of cloud service sales that must go to non-Chinese companies, per the reported requirement.
Scale of the requirement
A majority threshold: more than half of a provider's service sales would need to shift toward non-Chinese buyers.
Share of service sales, drawn to scale
One stacked column = 100% of a provider's service sales
Up to 49%
51%+
Cloud provider
Orange block: the reported floor for non-Chinese customers.
Grey block: the remaining share, which the material does not specify.
How the reported requirement flows
Chips reach AI developers through cloud platforms
Step 1
Chipmaker
Sets the requirement
→
Step 2
Cloud providers
Rent out compute and storage
→
Step 3
Buyers
At least 51% non-Chinese
Still unconfirmed
The report does not yet establish the key details
The chipmaker's identity is not named in the available material
The timeline for when the requirement takes effect
The scope of which providers and services are covered
How the requirement would be enforced
Reactions from providers, the chipmaker and governments
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