Post by @rainy.yaps

Kimi K3 just dropped — the largest open-weight AI model ever released. Built by a Chinese lab, on hardware the US deliberately downgraded, and it’s already closing the gap on the top US models. Chip stocks took a hit. Because the entire trillion-dollar bet on Nvidia — and the billions US hyperscalers and Korean giants like Samsung and SK Hynix are pouring into AI infrastructure — assumes you need the best hardware on Earth to compete. Kimi K3 just complicated that thesis. But here’s the twist: cheaper AI doesn’t necessarily mean less demand for chips. It might mean more. Full breakdown in the video. 👀 #kimik3 #aistocks #china #Tech #stockmarket