Moonshot AI, a Chinese AI lab that the White House said accessed Nvidia's Blackwell chips via a facility in Thailand, has reportedly sought access to such chips through data centers in Europe, according to CNBC sources. Talks this year reportedly covered renting capacity from non-Chinese neocloud operators, including clusters of 8,000 or more Blackwell GPUs for inference and possibly training. One source said Moonshot was proposed to pay 30% to 50% more upfront than a non-Chinese customer. U.S. export controls restrict shipments of Nvidia's most advanced chips to China, but remote access through overseas cloud services is not broadly regulated, and the Remote Access Security Act passed the House in January but has not cleared the Senate. The Financial Times reported that Nvidia told cloud providers to sell at least 51% of their services to non-Chinese customers. Moonshot and Nvidia did not respond to requests for comment.
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NVDAsemiconductorsChinaexport controls
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/04/2026 | 200.28 |
| Change that session | -3.10% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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