According to @ReutersBiz, China has issued guidance requiring new data center projects that receive any state funds to use only domestically-made artificial intelligence chips, limiting procurement to local vendors for those builds (source: Reuters Business). This rule effectively excludes foreign AI accelerators from eligibility in China’s state-funded data center tenders, directly shaping which suppliers can win these contracts (source: Reuters Business). The policy creates a clear, procurement-based divider in China’s data center market that traders can factor into assessments of chip vendor exposure to state-backed demand (source: Reuters Business).