Chinese AI firms rush to rent Nvidia compute overseas fearing remote-access crackdown, says Reuters
generativist · x · 2026-11-12
Reuters reports (three sources) that Chinese AI companies are rushing to rent Nvidia-powered compute at data centers outside China, fearing the Jensen Huang spy scandal could prompt Washington to close the remote-access loophole in export controls; grey-market traders are also stockpiling restricted chips.
Quoted analyst Andrew Curran predicts the escalation path: close the remote access loophole, then bipartisan chip export controls on China, then stricter Biden-style global diffusion rules, and finally compute treated as a US-only strategic resource.
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