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Nvidia reportedly able to fill only 1% of China's $70 billion GPU order as Moonshot seeks European access

This story is from 2026-11-04. It is preserved in the archive; the latest stories are on the live feed.

Reports say Nvidia can deliver just 1% of a $70 billion GPU order from major Chinese companies, constrained by export controls and supply limits. Moonshot AI is reportedly seeking to lease at least 8,000 Blackwell GPUs via European data centers, mainly for inference.

Read the full story at CNBC Technology ↗

Timeline · 7 reports

  1. 2026-11-05 16:48 · Tom's Hardware
    Chinese AI lab Moonshot reportedly looked at European data centers to access Nvidia chips, report claims — Kimi-maker primarily interested in inferencing capacity, but also asked about training clusters
  2. 2026-11-05 16:48 · Tom's Hardware
    Chinese AI lab Moonshot reportedly looked at European data centers to access Nvidia chips, report claims
  3. 2026-11-05 14:24 · r/LocalLLM
    NVIDIA RTX PRO 5500 Blackwell appears at $17,999 MSRP, higher than RTX PRO 6000 at $16,000 MSRP set some months ago by NVIDIA - VideoCardz
  4. 2026-11-05 14:17 · r/LocalLLaMA
    NVIDIA RTX PRO 5500 Blackwell appears at $17,999 MSRP, higher than RTX PRO 6000 at $16,000 MSRP set some months ago by NVIDIA - VideoCardz
  5. 2026-11-05 13:34 · CNBC Technology
    Chinese AI lab Moonshot turned to Europe for Nvidia Blackwell access amid U.S. China curbs, sources tell CNBC
  6. 2026-11-04 12:15 · Tom's Hardware
    Nvidia can only fulfill 1% of China’s massive $70 billion GPU order for AI chips, report claims — supply constraints choke export-friendly RTX Pro 5500 deliveries despite huge demand
  7. 2026-11-04 12:15 · Tom's Hardware
    Nvidia can only fulfill 1% of China’s massive $70 billion GPU order for AI chips, report claims

More stories

  1. Chinese AI lab Moonshot reportedly sought European data centers for Nvidia Blackwell access — CNBC Technology
  2. China's AI models, led by Kimi, dominate open-source enterprise spending — South China Morning Post Tech
  3. Moonshot AI Launches Kimi Hosted Agents, a Managed Cloud Service for Running AI Agents — Pandaily
  4. MaxxBench (RLVR'd LLMs fail easy variants of DeepSWE tasks + obsess over "hidden tests" and pleasing the grader) — r/mlscaling
  5. Harness Leaderboard - Kimi Code, Hermes, Pi, Claude Code, Codex, and Others Were Benchmarked Against Terminal Bench 2.1 & Deep SWE 1.1 — r/LocalLLaMA
  6. Chinese Model Kimi K3 Breaks UK AI Safety Institute Benchmark Evaluations — AI Incident Database
  7. Lessons from putting 14 coding-agent CLIs behind one interface — DEV Community — AI
  8. Moonshot AI reportedly seeking Nvidia GPU access via European neoclouds — DigiTimes Asia

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