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Moonshot's GPU Gambit, RASA Race & Texas Data Center Shock
Audio is available on Spreaker — see link below.
Chinese AI lab Moonshot AI is leasing Nvidia Blackwell GPUs in Europe to dodge US export controls — and Congress is racing to close the loophole. Plus: a Texas moratorium threatens 27% of US planned data center capacity and OpenAI drops GPT Image 2.6.
Audio is available on Spreaker — see link below.
Chinese AI lab Moonshot AI has been in talks to lease more than eight thousand Nvidia Blackwell GPUs housed in European data centers, a direct attempt to circumvent US export controls that block those chips from reaching China. That's the lead today, and the signal here is bigger than one company's procurement strategy.
Congress has been trying to close this gap. The Remote Access Security Act, known as RASA, passed the House back in January and would extend export controls to cover cloud-based access to restricted hardware.
The midterm results are reshaping the broader AI regulatory picture fast. Senate Commerce Committee chair-designate Maria Cantwell released a six-principle AI safety framework within days of the election.
The Texas governor's race is turning into a significant infrastructure risk for the AI industry. Democrat Gina Hinojosa defeated Greg Abbott and pledged an immediate moratorium on new data center construction.
On the model side, OpenAI released GPT Image two point six on November fourth. It comes in two variants: Sunburst, optimized for quality, and Flare, which generates images in six seconds.
The near-term signals to watch are specific. Does RASA advance through the Senate before Chinese labs lock in European compute arrangements?
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