
What happened
Chinese AI startup Moonshot AI is negotiating revenue-sharing deals with Microsoft, Amazon, and Google to host its Kimi K3 model on Azure, AWS, and Google Cloud. The company is asking for up to 30% of revenue from K3 services.
Why it matters
This would be the first time a Chinese AI company has such a deal with a major US cloud provider. However, talks are early and uncertain, with US Treasury Secretary Scott Bessent recently threatening a trade ban and US authorities accusing Moonshot of stealing Anthropic's model Fable. Moonshot denies the allegations.
What to watch
Open questions include the revenue split, data access, and how token usage is tracked. Microsoft, Google, and AWS declined to comment to Reuters.
Summaries like this, in your inbox every morning.
Moonshot AI's negotiations with Microsoft, Amazon, and Google mark a potential first for a Chinese AI company seeking hosting deals with major US cloud providers. The proposed arrangement would involve revenue sharing, with Moonshot asking for up to 30% of revenue from Kimi K3 services. This would give the US platforms access to a Chinese AI model while allowing Moonshot to monetize its technology in Western markets.
The context is complicated by US-China tensions. Treasury Secretary Scott Bessent's recent threat of a trade ban and allegations of model theft from Anthropic add regulatory and legal risks. Moonshot denies these allegations, and the companies involved have not commented. The talks are described as early, and key details like revenue split, data access, and token tracking remain unresolved. The outcome could hinge on regulatory approval and the companies' ability to navigate political pressures.
Pick your industry and the AI tools you use, and get news related to your work every day.
Free · 30 seconds with Google · unsubscribe anytimeWhat is AIToday? →
Ask AI anything about this article. The AI reads this article, earlier AIToday articles, and Wikipedia, and cites its sources. Q&As are published on this page for other readers too.
Hewlett Packard Enterprise stock is down 5% at $55.87

The Motley Fool argues Amazon is the AI company of the two, since AWS was just 21% of first-half 2026 revenue…

Google Deepmind's Gemini 4 Argon scored 97.5 percent on ARC-AGI-3 at a cost of $4,800, second only to GPT-6 As…

Cammarata reinterprets InceptionV1's cat-car neuron as a V-shape detector, not two unrelated concepts

Microsoft's Surface Laptop Ultra, using Nvidia's RTX Spark platform, starts at $2,599 (up to $5,899)

Meta's new commercial terms, effective October 30th, appear to let it crawl and train AI on content from websi…
