
What happened
Will DePue of Unemployment Labs examined the published weights of open models from DeepSeek, Moonshot AI, MiniMax and Ant Group and found compelling evidence that Moonshot's Kimi K3 and DeepSeek's V4 models carry fingerprints of training on export-banned Blackwell chips.
Why it matters
The finding suggests the most closely watched open models were trained on chips that US rules bar from being shipped there, though the chips could have sat in an offshore data center, so a violation is not established.
WHO IT HITSUS export-control officials and compliance teams at chip designers and cloud providers, who now face pressure to track where controlled accelerators are actually used rather than only who owns them, may see this research sharpen that debate.
Summaries like this, every morning.
The finding lands in the middle of a long-running argument over whether export bans actually keep the most powerful chips out of Chinese labs' hands. The body notes that Epoch AI estimates about two million advanced chips entered China in 2024 and 2025 through schemes designed to hide their final destination, and that 275,000 Nvidia AI accelerators were imported to Malaysia in 2024 and 2025, a route that could place banned hardware just offshore.
The story also ties the chip question to corporate and political scrutiny. Nvidia CEO Jensen Huang left the company this week after admitting to an affair with Alice Huang, an executive of Megaspeed, a company implicated in smuggling Nvidia chips into China; Megaspeed's subsidiary Speedmatrix has been under investigation by the US and Singaporean governments. In May, short-seller Culper published a report arguing Nvidia had a "China problem" because a significant share of its revenue was driven by Chinese demand, and the body notes that some 600,000 H200 chips are reportedly stockpiled in Hong Kong awaiting shipment into China.
How the US government handles the matter is also in play: Secretary of Commerce Howard Lutnick, who oversees the agencies that license chip exports, could reportedly lose his job after reports that his investigators failed to uncover suspicious chip buyers and were too cozy with Nvidia officials. Against that backdrop, the weight analysis gives export-control enforcers a concrete technical signal to weigh, even as the body cautions that an offshore data center would explain the fingerprints without any violation.
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