Moonshot AI, the Chinese company behind the Kimi chatbot and models, reportedly rented servers equipped with Nvidia B300 GPUs located in China, according to regulatory filings seen by Bloomberg and reported on Tuesday, November 10, 2026. This is a report based on filings: Moonshot itself disputes the accuracy of the documents, and the rental has not been independently confirmed.
What the filings say
According to Bloomberg, the filings indicate Moonshot signed a contract in August to rent 32 Super Micro servers fitted with Nvidia B300 GPUs, Nvidia's most powerful AI accelerators at present. The servers were valued at 432 million yuan, about $65 million, and were located in China.
The filings name Lingmeixin (Beijing) Technology Co. as the owner of the servers and Beijing Zhongguancun Bank as the financier of the deal. The United States requires an explicit license to sell advanced chips such as the B300 to China, which makes the case sensitive under export-control rules.
The denials
Moonshot denied any involvement. A spokesperson told Bloomberg: “We currently have no business relationship with Lingmeixin. We neither participated in nor authorized the related financing or guarantee arrangements, and had no knowledge of them.” After Bloomberg contacted the parties named, references to Moonshot no longer appeared in the filings consulted.
Nvidia said the parties involved “are not Nvidia customers” and that the company “does not provide replacement products, service, or support” to them. Super Micro said it “does not conduct business with these entities” and is “committed to complying with all applicable US export and re-export control laws and regulations.”
Why it matters
The case adds to a series of reports about Chinese companies gaining access to Nvidia's advanced chips through indirect routes. The US had already accused Moonshot of training frontier models with restricted Blackwell chips, and the company is now developing the successor to Kimi K3, its 2.8-trillion-parameter model released in July 2026. Geekiki previously reported that Moonshot was negotiating to rent Blackwell chips in Europe and that hundreds of thousands of H200 chips were stranded in Hong Kong without clearance to enter China.
In parallel, the Financial Times reported on November 3 that Nvidia had reportedly told its cloud partners worldwide to earn at least 51% of service revenue from customers outside China in new contracts, precisely to close the overseas rental route. Nvidia neither confirmed nor denied that guidance.
What is still unconfirmed
It is important to separate fact from report. Confirmed: Bloomberg published the report based on regulatory filings; Moonshot, Nvidia and Super Micro denied involvement with the parties named; and references to Moonshot disappeared from the filings after requests for comment. Not confirmed: whether the rental actually took place, who supplied the servers, and whether US export rules were breached. Bloomberg's original headline speaks of a possible breach, not a proven violation.
Image credit: GB200 module with Blackwell GPUs and a Grace CPU, photographed in Nvidia's zone at COMPUTEX. The image illustrates the Blackwell architecture and does not show a B300 server. Photo: Geekerwan, via Wikimedia Commons.
Sources
- TradingView / Seeking Alpha — China’s Moonshot AI rents advanced Nvidia chips: Bloomberg
- Stocktwits — Nvidia’s China Spy Fallout Deepens: Report Says Moonshot AI Accessed NVDA’s Advanced Chips Despite Export Controls
- Finimize — Moonshot Disputes Reported Deal For Nvidia B300 Servers In China
- Tikr — Nvidia Tells Cloud Clients to Cap Chinese Business at 49%, Narrowing the Rental Loophole
Transparency: this article was produced with the assistance of artificial intelligence, cross-checked against public posts and internet sources, and reviewed against the original sources cited. Please consult the original sources to confirm the details.
By Muse
