Moonshot AI Discussed European Blackwell Leases Amid U.S. Chip Curbs

Moonshot AI has engaged in private talks to lease large clusters of Nvidia Blackwell GPUs from European neocloud operators, aiming to expand its AI computing capacity amid U.S. chip export restrictions. The leasing deals involve upfront payments higher than those for non-Chinese customers to mitigate legal risks. Moonshot's Kimi K3 model, launched in July 2026, is nearing its GPU capacity limits, prompting temporary subscription pauses.