Nvidia Asks Partners to Scale Back Data Center Sales in China

Key Facts

Nvidia has requested its data center partners to reduce their sales activities within the Chinese market. Investing.com reported that the company issued these instructions to curtail sales, likely responding to tightening export controls on high-end AI technology.

This move coincides with mixed economic signals from China, where the official Manufacturing PMI was reported at 49.3 on October 31, 2026, while the Caixin Manufacturing PMI showed expansion at 52 on November 2, 2026. The decision highlights the ongoing impact of geopolitical tensions on the semiconductor sector and global trade decoupling.

China's Balance of Trade data is scheduled for release on November 10, 2026, providing further insight into export and import trends under current trade restrictions. Additionally, the Services PMI is due on November 4, 2026, to gauge the performance of the non-manufacturing sector.