Understand this story
CNBC, citing four people familiar with the matter, reported that the Chinese lab behind Kimi, Moonshot AI, has held talks with European non-Chinese GPU rental providers, known as neoclouds, to rent Nvidia Blackwell chips. Sources said one potential cluster would scale to more than 8,000 GPUs, mainly to provide Kimi services to users; three sources said Moonshot AI is seeking Blackwell systems, two of them mentioned interest in European inference clusters, and one also mentioned training infrastructure. A proposed lease shows that Moonshot is willing to pay 30% to 50% more upfront than non-Chinese tenants to buffer neoclouds against the risk of Washington banning remote access. The report said U.S. export controls prohibit shipping these chips to China but do not broadly cover renting them from overseas servers; Nvidia is said to require cloud providers to allocate at least 51% of services in new contracts to non-Chinese customers, with the remaining 49% still available to Chinese buyers. No further public progress on the talks has been seen so far.
AI-generated from public reports
Latest development · Report
Moonshot AI seeks to rent Nvidia Blackwell chips in European data centersDevelopments
1 confirmed developments
Reports and discussion timeline
Browse reports and discussion by time. Their evidence levels remain distinct.
Nov 5
Rohan Paul
Moonshot AI seeks to rent Nvidia Blackwell chips in European data centers
CNBC reported that Moonshot AI, the Chinese lab behind Kimi, has held talks with European non-Chinese GPU rental providers known as neoclouds to rent Nvidia Blackwell chips, with one cluster exceeding 8,000 units, primarily to provide Kimi services to users. A proposed lease shows that Moonshot is willing to prepay 30% to 50% more than non-Chinese tenants to buffer neoclouds against the risk of Washington banning remote access. U.S. export controls prohibit shipping these chips to China but do not broadly cover renting servers from overseas; Nvidia is said to require cloud providers to allocate at least 51% of services in new contracts to non-Chinese customers, with the remaining 49% still available to Chinese buyers.
Unite.AI
Moonshot AI Reportedly in Talks to Rent Nvidia Blackwell Compute in Europe
CNBC, citing four people familiar with the matter, reported that Moonshot AI has held talks to rent Nvidia Blackwell compute from European neocloud operators, with sources saying the potential cluster could reach more than 8,000 GPUs. Three sources said Moonshot AI is seeking Blackwell systems; two of them mentioned interest in a European inference cluster, and one also mentioned training infrastructure. One source said one proposal would require Moonshot AI to prepay 30% to 50% more than non-Chinese customers to hedge against the risk that future remote-access agreements are banned.
Heat trend for this story
- Current
- 16
- Period peak
- 19 Nov 6 00:00
- 24-hour change
- —
Move the pointer or select the chart to inspect hourly heat. Use the left and right arrow keys with a keyboard.