The market is afraid that Kimi 3 invalidates the AI capex thesis, and spending will collapse. I don't think so.
Absolute fine piece of article .
Thank you so much!
Kimi now reportedly out of GPUs and no longer accept more workloads. I think this proves your point that hyperscaler and neoclouds are in better position than ever when cheaper model ignites explosive demands, whether Chinese or American.
this article make me seriously think about a payed subscribtion . well done!
Absolute fine piece of article .
Thank you so much!
Kimi now reportedly out of GPUs and no longer accept more workloads. I think this proves your point that hyperscaler and neoclouds are in better position than ever when cheaper model ignites explosive demands, whether Chinese or American.
this article make me seriously think about a payed subscribtion . well done!