In a thrilling twist in the global AI race, Chinese AI lab Moonshot is eyeing Europe for access to Nvidia's cutting-edge Blackwell chips. With U.S. export controls tightening, Moonshot's move to lease GPU capacity from European data centres highlights the creative lengths developers will go to secure computing power.
Sources say Moonshot is in talks to rent clusters of 8,000 or more Nvidia GPUs, circumventing U.S. restrictions that block direct imports to China. This strategic pivot comes as Moonshot's Kimi models gain traction, offering a cost-effective alternative to American AI giants like OpenAI and Anthropic.
The leasing of AI compute power is booming, with Moonshot reportedly willing to pay a hefty premium to secure these valuable resources. This aggressive pursuit underscores the intensifying competition in AI development, where access to top-tier chips is a game-changer.
Meanwhile, political pressure mounts in Washington with the proposed Remote Access Security Act, aiming to extend export controls to cloud-based services. As the AI landscape evolves, the stakes in this technological tug-of-war are higher than ever.
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