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CNBC: Moonshot sought Nvidia Blackwell access in Europe

CNBC reported on Nov 5 that Moonshot AI sought leasing agreements with neoclouds in Europe for Nvidia Blackwell chips as U.S. export controls restrict their import to China.

MarketAlleys Research Desk

Published · 3 min read

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Illustration for: CNBC: Moonshot sought Nvidia Blackwell access in Europe
Illustration (AI-generated) — not a photograph of the events described.

What happened

CNBC reported on Nov 5, 08:34 UTC that Chinese AI lab Moonshot turned to Europe for access to Nvidia Blackwell, saying sources told the outlet about the shift. The report names Moonshot AI and Nvidia Blackwell as central to the story.

CNBC said Moonshot AI has sought leasing agreements with neoclouds for advanced chips in Europe, and that U.S. export controls restrict their import to China.

Stocks market context

As of Nov 5, 20:00 UTC (Finnhub), NVIDIA was $184.46, Apple $346.42, Microsoft $539.21, Amazon $261.04, Alphabet $285.72, Meta Platforms $607.66, Tesla $344.57 and JPMorgan Chase $337.40; these prices respectively fell 7.83%, 0.88%, 2.98%, 1.88%, 1.11%, 3.55%, 10.55% and 4.18% from the prior close.

Instrument Last Change Basis As of Source
S&P 500 (via SPY ETF) $739.52 -3.56% vs prior close Nov 5, 19:59 UTC Finnhub
Nasdaq 100 (via QQQ ETF) $656.52 -5.12% vs prior close Nov 5, 19:59 UTC Finnhub
NVIDIA $184.46 -7.83% vs prior close Nov 5, 20:00 UTC Finnhub
Apple $346.42 -0.88% vs prior close Nov 5, 20:00 UTC Finnhub
Microsoft $539.21 -2.98% vs prior close Nov 5, 20:00 UTC Finnhub
Amazon $261.04 -1.88% vs prior close Nov 5, 20:00 UTC Finnhub
Alphabet $285.72 -1.11% vs prior close Nov 5, 20:00 UTC Finnhub
Meta Platforms $607.66 -3.55% vs prior close Nov 5, 20:00 UTC Finnhub
Tesla $344.57 -10.55% vs prior close Nov 5, 20:00 UTC Finnhub
JPMorgan Chase $337.40 -4.18% vs prior close Nov 5, 20:00 UTC Finnhub

Yahoo published "Amazon and Google Could Outperform Nvidia as AI Trade Enters New Phase, Says Joseph Carlson." Yahoo also ran "AMD Tumbles 13%, NVIDIA Slides 7% as AI Regulation Fears Hit Chip Stocks; Intel Sinks 8%" and "Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet."

What to watch

No scheduled events relevant to this article were available for this edition.

  • Thu Nov 5 (after the close) — LYV Q3 2026 earnings · EPS estimate 1.56
  • Thu Nov 5 (after the close) — EOG Q3 2026 earnings · EPS estimate 4.50
  • Thu Nov 5 (after the close) — DVN Q3 2026 earnings · EPS estimate 1.34
  • Thu Nov 5 (after the close) — RGA Q3 2026 earnings · EPS estimate 6.98
  • Fri Nov 6 (before the open) — HUM Q3 2026 earnings · EPS estimate -1.01
  • Fri Nov 6 (before the open) — CHTR Q3 2026 earnings · EPS estimate 9.24

Sources and data

  • CNBC (secondary source) — Chinese AI lab Moonshot turned to Europe for Nvidia Blackwell access amid U.S. China curbs, sources tell CNBC
  • Yahoo (secondary source) — Did IBM Just Tell the Truth About AI?
  • Finnhub (market data) — market data

Market data as of Nov 5, 20:00 UTC; report generated Nov 5, 20:00 UTC. All times are UTC. Each table row shows its own timestamp and provider.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools from the sources listed above, and checked against our automated-content validation rules. It is for information only and is not investment advice.

Terms in this article

Sources & data

  1. CNBC (secondary, retrieved Nov 5, 2026, 08:03 PM UTC)
  2. Yahoo (secondary, retrieved Nov 5, 2026, 08:03 PM UTC)
  3. Finnhub (market-data, retrieved Nov 5, 2026, 08:03 PM UTC)

Market data as of Nov 5, 2026, 08:00 PM UTC.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools, built only from the cited sources and validated by rules described in our methodology. Spot an error? Request a correction.

Ask about this story

Questions are answered only from this article and the sources it cites.

MarketAlleys provides news and analysis for information only; it is not investment advice or a recommendation to buy or sell any security. Markets involve risk. Risk disclaimer.

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