AI news story
Moonshot's Kimi Built With Nvidia Compute
Chinese AI startup Moonshot's Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg's Peter Elstrom explains what the arrangement reveals about China'
Editor's take
Chinese AI startup Moonshot is leveraging approximately 20,000 Nvidia Hopper GPUs, facilitated by an Alibaba cloud computing deal, to train its large language models, including the Kimi chatbot.
This development underscores the persistent demand for cutting-edge AI hardware in China, even amidst export controls. It highlights the complex interplay between global chip suppliers and Chinese AI developers, and how intermediary cloud providers like Alibaba can become critical conduits for accessing advanced computing resources. The reliance on Nvidia chips for training powerful models like Kimi suggests a continued dependence on foreign technology for significant AI advancements within China.
Future scrutiny should focus on the longevity of such arrangements and the potential for domestic alternatives to emerge. Observing whether China can independently scale its AI hardware manufacturing to meet the needs of companies like Moonshot, or if such international dependencies will become a strategic bottleneck, will be key. The success of Kimi and similar models will also depend on access to ongoing compute power beyond initial training.
Signal score: 7
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Original reporting
This story summarises reporting published by Bloomberg. Read the original article at Bloomberg.