Microsoft, Amazon, Google Weigh Moonshot Deal Amid Regulatory Risks

Microsoft, Amazon, and Google are in talks to host China's Moonshot AI on their cloud platforms, a move that would mark the first major revenue-sharing agreement between a Chinese AI firm and a U.S. cloud provider.

The negotiations involve Moonshot's Kimi K3 model, which has been benchmarked against Western rivals such as GPT-5.5 and Claude Opus 4.8.

Moonshot is seeking up to 30% revenue share on the three platforms, a deal that could be substantial for all parties involved.

However, the talks come with risks, including regulatory scrutiny from the U.S. government, which has accused Moonshot of IP theft and distillation attacks.