Moonshot Seeks Nvidia Blackwell Capacity in Europe

Four sources told CNBC that Chinese AI lab Moonshot discussed renting Nvidia Blackwell capacity from neoclouds in Europe, including clusters of 8,000 or more GPUs, after the White House said it had accessed Blackwell chips via Thailand. The effort exploits a remote-access loophole in U.S. export controls, which current law does not cover.

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Moonshot's pursuit of European Blackwell capacity shows that remote cloud access remains a workable route around U.S. chip export controls. Neoclouds could earn upfront premiums of 30-50% from Chinese offtakers, but they face regulatory risk if the Remote Access Security Act passes the Senate. Nvidia is caught between selling GPUs worldwide and the pressure to limit Chinese access, and has reportedly told cloud providers to sell at least 51% of services to non-Chinese customers. U.S. AI labs such as OpenAI and Anthropic could face stiffer competition if Chinese rivals secure more compute. Europe's data center operators now sit at the center of a US-China tech dispute, which raises compliance and policy uncertainty.