POPA Recon✔️Semiconductor stocks ‘nervous’ due to emergence of China’s low-cost AI Kimi K3
✔️Semiconductor stocks ‘nervous’ due to emergence of China’s low-cost AI Kimi K3 China's Moonshot AI unveiled the new Kimi K3, claiming performance that can compete with OpenAI and Anthropic. • China's Moonshot AI unveils low-cost, high-performance model Kimi K3 (2.8T scale MoE, 1M context) • There are concerns about reevaluating AI investment costs as some say that good performance can be achieved even with a small GPU. • Pressure on semiconductor stocks with the view that Big Tech’s GPU and data center spending may slow down • However, as AI prices become cheaper, there is a possibility tha…
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