Moonshot is requesting additional access to Nvidia’s advanced Blackwell chips to train its forthcoming Kimi K4 model, as reported by The Information. This demand arises amid ongoing supply constraints, as AI companies struggle to secure enough of Nvidia’s chips due to heightened training efforts for sophisticated models. Notably, Moonshot had to temporarily halt new subscriptions for its Kimi K3 model, which was overwhelmed by high demand and limited computing capacity.

Nvidia: Nvidia develops advanced semiconductors and AI accelerators, with its Blackwell architecture serving as the current flagship for high-performance AI training and inference. The company supplies these chips to leading AI developers worldwide. Moonshot’s pursuit of more Blackwell units underscores Nvidia’s pivotal position in enabling scaling of next-generation models like Kimi K4.
Moonshot: Moonshot AI is a Beijing-based artificial intelligence startup developing large language models, including the Kimi series. It recently released Kimi K3, a competitive open-weight model that has drawn significant attention for matching or exceeding capabilities of leading US systems in certain tasks. The company is now seeking additional Nvidia Blackwell chips specifically to train the next iteration, Kimi K4.

AI Hardware Demand: AI companies continue to face tight supply of Nvidia’s latest Blackwell chips as developers ramp up training for increasingly advanced models.
Compute Constraints: Moonshot temporarily suspended new subscriptions for its Kimi K3 model due to demand that quickly overwhelmed available computing capacity.