Chinese AI lab Moonshot reportedly has a compute capacity agreement with Alibaba Cloud to the tune of 20,000 Nvidia GPUs.. As reported by Bloomberg and citing people familiar with both companies’ operations, the Nvidia GPUs make up a large proportion of Moonshot’s total compute capacity used for the training and running of the Kimi models.. – Alibaba.
Moonshot and Nvidia declined to comment to Bloomberg.. The Nvidia GPUs are said to be the “Hopper” generation of GPUs, according to the sources, specifically H200s. Alibaba has disputed this, telling Bloomberg the claim that the GPUs were H200s is “completely groundless” but declining to comment on the specific chips provided..
Where the compute cluster(s) used by Moonshot are hosted has not been shared. Alibaba Cloud has data centers in numerous locations in and outside of China, having expanded its footprint internationally significantly in recent months.. Moonshot launched its 2.8 trillion-parameter Kimi K3 open-source AI model in July, claiming its capabilities bring it close to being on par with the frontier models from US AI labs including OpenAI and Anthropic..
US White House science advisor Michael Kratsios claimed on X that Moonshot had distilled Anthropic’s Fable model to train Kimi K3, and further alleged that the AI lab had “acquired GB300-equipped servers and has accessed GB300s in Thailand, likely to train its AI models.”. Alibaba has two data centers in Thailand..
The anonymous sources confirmed to Bloomberg that the company has a channel to access Blackwell GPUs in Southeast Asia, but did not specify whether it was through a rental agreement or direct purchases, which would be in violation of US restrictions on sales of the latest-generation GPUs to China and Chinese companies.. Alibaba is a major investor in Moonshot despite the company having its own LLMs under the Qwen name..
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