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Applied AI·July 31, 2026·1 min read

Moonshot's Kimi Built With Nvidia Compute

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A Chinese model like Kimi leaning on ~20,000 Nvidia Hoppers via Alibaba underlines how much US hardware still underpins China’s AI stack despite export controls. If you’re building in or selling into China, assume policy and supply-chain risk around high-end GPUs is a planning variable, not a background condition.