K3 is natively trained to mxfp4, if they cannot get a hold of Blackwell chip, it is meaningless. Hopper does not do native 4-bit floating math.
Either they have Blackwell with native 4-bit floating math, or they use have Chinese domestic NPU that support mxfp4 natively.
The article’s statement does not make sense.
> Either they have Blackwell
From the article:
A person familiar with Moonshot’s procurement strategy confirmed that the company does indeed have a channel for accessing Blackwell processors via Southeast Asia. They didn’t specify whether this was a rental channel...
Huawei A910 is supposed to have native support for MXFP4. The problem is that huawei doesn't have the capacity to build more GPUs right now. Those yield numbers must be really terrible.
Personally, I think 20K nvidias is a stop gap solution because they really don't have the capacity to serve their models to earn any money right now.