Moonshot AI 寻求在欧洲数据中心租用 Nvidia Blackwell 芯片
CNBC: Moonshot AI, the Chinese lab behind Kimi, has sought to rent Nvidia Blackwell chips in European data centers.
CNBC 报道，Kimi 背后的中国实验室 Moonshot AI 已与欧洲非中国 GPU 租赁商 neoclouds 洽谈租用 Nvidia Blackwell 芯片，其中一处的集群规模达 8000 块以上，主要用于向用户提供 Kimi 服务。一份拟议租约显示，Moonshot 愿意比非中国租户多预付 30% 至 50%，以在华盛顿禁止远程访问时缓冲 neoclouds 的风险。美国出口管制禁止向中国运送这些芯片，但并未广泛覆盖从海外服务器租用；Nvidia 据称要求云厂商在新合同中至少 51% 的服务提供给非中国客户，剩余 49% 仍可留给中国买家。
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原文披露了 Moonshot 在欧洲租用 Blackwell 的具体谈判条件与溢价幅度，可看到出口管制下算力获取的变通路径。
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CNBC: Moonshot AI, the Chinese lab behind Kimi, has sought to rent Nvidia Blackwell chips in European data centers.
It discussed deals with neoclouds, non-Chinese GPU rental firms that can buy the hardware.
U.S. export controls bar shipping those chips to China but don’t broadly cover renting them from servers abroad.
The White House accused Moonshot in July of using the same route in Thailand, and a source said the European talks came afterward.
One person described clusters of 8,000 or more Blackwell GPUs, sought mainly for serving Kimi to users.
Under one proposed lease, Moonshot would pay 30% to 50% more upfront than a non-Chinese renter, cushioning neoclouds if Washington bans remote access.
Nvidia reportedly told cloud providers that on new contracts, at least 51% of services must go to non-Chinese customers.
That cap still leaves 49% for Chinese buyers, letting a large European neocloud rent Moonshot 8,000 GPUs.