China AI Strategy

[Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model

SemiAnalysis argues Kimi K3 is a genuine frontier contender, likely top-three globally and impressive enough to pressure how people think about open vs. closed AI. The episode focuses on serving constraints, 2.8T-parameter infrastructure needs, pricing, and whether Moonshot’s open-weight strategy is narrowing the gap to closed labs.