BREAKING
Moonshot Halts New Kimi K3 Signups
0T
parameters
0h
to overwhelm GPUs
0x
scaling gain vs K2
Moonshot's Recovery Plan
1Existing users unaffected
2Add GPU capacity
3Reopen signups in batches
4Open weights ~July 27
64+ Accelerators to Serve K3
The Export Controls Debate
Progress feasible
Older GPU stockpiles
Kernel-level optimization
Domestic Ascend 910B
Real ceilings
SMIC manufacturing limits
Efficiency gap
Roughly six months behind
Sourcing Now Rivals the Model
AI NEWS BLITZ
Moonshot AI has paused new Kimi K3 subscriptions after demand overwhelmed its GPUs.