CNBC：月之暗面被指在欧洲数据中心洽谈租用 Nvidia Blackwell 芯片
Kimi 的母公司绕开美国芯片禁令的新路子：在欧洲数据中心租 Blackwell，一单就是 8000 张卡，溢价三到五成也愿意付。
据 CNBC 报道，Kimi 背后的 Moonshot AI 正与欧洲的 neocloud GPU 租赁公司洽谈租用 Nvidia Blackwell 芯片。美国出口管制禁止这些芯片运入中国，但未广泛覆盖从境外服务器租用算力的方式。白宫曾在 7 月指控 Moonshot 通过泰国使用同类渠道，欧洲谈判据称在此之后进行。一个方案涉及 8,000 张以上的 Blackwell GPU 集群，主要用于向用户服务 Kimi，且 Moonshot 愿意比非中国租户多付 30% 至 50% 的预付款以对冲政策风险。Nvidia 据报已要求云服务商在新合同中至少 51% 的服务面向非中国客户，但剩余 49% 的空间仍允许欧洲 neocloud 为 Moonshot 提供租用。
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.
