Moonshot plans massive Kimi K4; K3 inference bottlenecked; Alibaba also used Blackwell for Qwen3.8-Max

The Information details: Moonshot is discussing Kimi K4, significantly larger than 2.8T-parameter K3, seeking more Blackwell GPUs. K3 training used multiple eight-chip servers across at least two Chinese cloud providers. Interference capacity capped, new subscriptions halted within 48 hours. Alibaba also trained Qwen3.8-Max using NVIDIA chips including Blackwell.

• Qwen
• 出口限制
• Blackwell
• Kimi K4