Moonshot AI sought Nvidia Blackwell rentals in Europe, 8,000-GPU clusters, per CNBC
rohanpaul_ai · x · 2026-11-05
CNBC reports Moonshot AI, the Chinese lab behind Kimi, negotiated renting Nvidia Blackwell chips in European data centers.
- US export controls bar shipping chips to China but don't broadly cover remote rental from overseas servers
- One source described clusters of 8,000+ Blackwell GPUs, mainly to serve Kimi users
- Under one proposed lease Moonshot would pay 30%-50% more upfront than non-Chinese renters, cushioning neoclouds if Washington bans remote access
- Nvidia reportedly told cloud providers new contracts must reserve 51% of services for non-Chinese customers
- The White House accused Moonshot of a similar Thailand route in July; European talks followed
Related event: Moonshot AI Reportedly Seeks to Lease Nvidia Blackwell Chips in Europe(2 posts)→
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