Nvidia Reportedly Caps Chinese Cloud Rentals at 49% as the Senate Weighs Making Data Centers Pay for the Grid
Tuesday, November 10, 2026 · 13 min
Nvidia has reportedly told cloud partners that at least 51% of their GPU services must go to non-Chinese customers, while the Senate's BAAJA permitting bill went to a cloture vote with its data center cost rules intact. Plus Morgan Stanley's 12.4 GW Texas-and-Ohio risk estimate and SemiAnalysis on China's wind-powered Galaxy campus.
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Show notes
Nvidia has reportedly told cloud partners that at least 51% of their GPU services must go to non-Chinese customers, while the Senate's BAAJA permitting bill went to a cloture vote with its data center cost rules intact. Plus Morgan Stanley's 12.4 GW Texas-and-Ohio risk estimate and SemiAnalysis on China's wind-powered Galaxy campus.
In this episode
- Nvidia cracks down on overseas cloud AI GPU rentals for China — partners face 51% non-Chinese quota as black market B300 rack prices surge to $2.8 million | Tom's Hardware — Tom's Hardware
“Nvidia has told cloud partners worldwide that at least 51% of their services must go to non-Chinese firms, while Chinese companies have bought more than 1 million Nvidia gaming and workstation cards this year to cover the shortfall. Meanwhile, a B300 rack that sells for about…”
- Senate’s bipartisan permitting bill faces crucial test — Latitude Media
“Heinrich cited estimates by the Brattle Group that BAAJA would force data centers to pay $35 billion more for energy infrastructure over a decade compared with current law, due to provisions that effectively double-charge the industry for using the grid.”
- Morgan Stanley: Policy shifts in Texas and Ohio put about 12 GW of planned data-center capacity at risk of delays · UnHideA — Unhidea
“Excluding projects under construction, Morgan Stanley estimates that a cumulative 12.4 GW of data-center IT capacity in the two states by 2030 is at risk of delay or cancellation, equivalent to 8% of the 152 GW of cumulative U.S. operating capacity the bank forecasts for 2030.”
- China builds massive 800-megawatt AI data center campus to rival US Stargate project — Galaxy campus delivers first 120 megawatts in a year at one-fifth the cost | Tom's Hardware — Tom's Hardware
“While US developers are turning to on-site gas turbines to work around grid constraints, Envision is building its data center alongside wind farms, battery storage, and dedicated power infrastructure. Galaxy is located in Ulanqab, Inner Mongolia, and is being developed across…”