Bloomberg reports (unconfirmed) that Moonshot AI has secured 20,000 additional NVIDIA Blackwell chips through Alibaba, building on its previous 20,000 Hopper-generation chips. The deal signals intensifying GPU competition in China's AI sector, though it remains unverified. Thailand may be implicated as a potential source for existing chip sourcing. For Thai SMEs, this underscores the critical importance of GPU access in AI competition and highlights potential supply-chain vulnerabilities in Southeast Asia.