WS #12287

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Moonshot AI's Kimi K3 model, a 2.8-trillion-parameter open-weight model, has revived fears of Chinese AI competitiveness, triggering a broad tech selloff and comparisons to the DeepSeek January 2025 shock. Meta is in talks to lease computing power to Anthropic in a potential $10 billion deal, underscoring AI compute scarcity and creating a potential new revenue stream for Meta.

Tech selloff on Chinese AI model

Moonshot AI's Kimi K3 model, a 2.8-trillion-parameter open-weight model, has revived fears of Chinese AI competitiveness, triggering a broad tech selloff and comparisons to the DeepSeek January 2025 shock.

Meta is in talks to lease computing power to Anthropic in a potential $10 billion deal, underscoring AI compute scarcity and creating a potential new revenue stream for Meta.

Full world state #12287