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Kimi 3.0 Might Be a DeepSeek Moment; We'd Be Buyers of Several Cloud Computing Companies

Malik Ahmed Khan , Dan Romanoff

Jul 17, 2026

Moonshot AI launched Kimi K3, a 2.8 trillion-parameter open-weight model that, according to benchmarks, is almost as performant as Anthropic's Fable 5 while being cheaper. This launch is putting downward pressure on artificial intelligence companies across hardware and infrastructure.

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Alphabet Inc Class C

Kimi 3.0 Might Be a DeepSeek Moment; We'd Be Buyers of Several Cloud Computing Companies

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