CNBC: Moonshot AI seeks to rent Nvidia Blackwell chips in European data centers
rohanpaul_ai · x · 2026-11-05
Per CNBC, Moonshot AI — the Chinese lab behind Kimi — has sought to rent Nvidia Blackwell chips in European data centers, discussing deals with "neoclouds," non-Chinese GPU rental firms that can buy the hardware themselves.
Key points:
- US export controls bar shipping these chips to China but don't broadly cover renting compute from servers abroad
- The White House accused Moonshot in July of using the same route in Thailand
It's a new twist on export-control arbitrage, showing geographic compute arbitrage becoming a real option for leading Chinese labs.
Related event: Moonshot AI in Talks to Lease Nvidia Blackwell Chips in Europe(3 posts)→
More from Infra
- xgboost-metal hits 2.56x speedup over 18-core CPU on M5 Pro Mac mini — bingxu_ · 2026-11-06
- Neocloud bonds trade in the mid-teens, making off-taker prepayments the cheapest capital in the stack — jfischoff · 2026-11-06
- Meta et al. already eyeing data centers outside the US after local backlash — TinfoilTricorn · 2026-11-06
- Nemotron 3.5 Bolt E4B hits 27.7 tok/s on Jetson Orin Nano Super, 1.8x faster than baseline — Any_Frame9721 · 2026-11-06
- AI debt issuance hits $466B through September, over 4x last year's pace — Beth_Kindig · 2026-11-06
- Baseten launches Sandboxes, a cloud foundation built for AI agents — baseten · 2026-11-06