Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4; the Chinese startup trained K3 on Nvidia chips including Blackwell
THE SO WHAT
Chinese frontier-model players are now competing for the same Blackwell capacity as US labs — chip access, not just talent, is the real constraint on K4-class systems. If your roadmap assumes stable GPU pricing or availability in 2026, add a China demand shock scenario to your planning.
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