Bloomberg reports that Moonshot runs its Kimi models on roughly 20,000 Nvidia chips it accesses through a confidential d…
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-07-31
Bloomberg reports that Chinese AI startup Moonshot AI runs its Kimi models on roughly 20,000 Nvidia chips supplied by investor Alibaba through a confidential deal, with Alibaba disputing the H200 identification while not denying the chip supply itself.
Appears in
Extraction
Topics: china-aiai-compute-accessnvidia-chipsalibabamoonshot-ai
Claims
- Moonshot AI runs its Kimi models on roughly 20,000 Nvidia chips accessed through a confidential deal with Alibaba.
- The 20,000 chips from Alibaba are older Hopper parts, and multiple sources close to Moonshot identified them as H200s.
- Alibaba is one of Moonshot's largest investors and expects the startups it funds to run on its cloud.
- Alibaba denied the H200 claim but did not deny supplying 20,000 chips and refused to disclose what the chips actually are.
Key quotes
Alibaba calls the H200 claim completely groundless, yet it did not deny supplying 20,000 chips and would not say what they are instead.
The 20,000 units from Alibaba are older Hopper parts, and several people close to Moonshot identified them as H200s, the fastest chip in that line.