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China's Moonshot AI reportedly used Nvidia Blackwell chips for training Kimi K3

tomshardware.com 2026-07-29 Bruno Ferreira
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Artificial IntelligenceSemiconductor ChipsNVIDIAChina AI DevelopmentUS-China Tech RivalryAI TrainingChip Export ControlsData Center ComputingTechnology BreakthroughAI ModelsChip Supply ChainUS-China Trade Relations
News Summary
Recent reports indicate that Chinese AI firm Moonshot AI used NVIDIA Blackwell chips for training its latest frontier model, Kimi K3, bypassing both U.S. export controls and Chinese import restriction... Read original →
Industry Analysis
Moonshot AI's use of NVIDIA Blackwell chips for training Kimi K3 highlights China's persistent reliance on advanced foreign AI accelerators despite export controls and domestic supply constraints. The move underscores the technological gap between NVIDIA's latest generation chips and homegrown alternatives, forcing companies to adopt workarounds like renting GB300 systems in Thailand. This situation intensifies the U.S.-China tech rivalry, particularly in data center computing and AI infrastructure. If China fails to close the performance gap in advanced chip manufacturing, it will remain vulnerable to global supply chain disruptions. In the medium term, this could accelerate shifts toward hybrid or edge-based computing models, reshaping the global semiconductor ecosystem.
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