Moonshot (Kimi) is supposedly shopping 8,000+ Nvidia Blackwell GPUs in Europe. Not to ship boxes into China. To rent the login.

US export controls block the hardware. They don't block a European neocloud from selling FLOPs over the wire. Moonshot reportedly offered 30–50% higher upfront to cover the risk.

So the control regime controls physical transport, while the market is finding ways around it to price remote access.

How will AI restrictionists control FLOPS crossing the border vs Chips crossing the border?