Moonshot AI wants 30% of what US clouds earn from Kimi K3

Moonshot AI is in early discussions with Microsoft, Amazon, and Google about hosting Kimi K3 on their cloud platforms, seeking up to 30% of the revenue those services generate, according to Reuters.

It would be the first arrangement of its kind between a Chinese AI company and the major American clouds, involving a model that Moonshot released as the world’s largest open model and that rattled markets when it landed.

The model K3 runs to 2.8 trillion parameters, which makes it open in licence but impractical for most organisations to host themselves, because the compute required to serve it is beyond what all but a handful of companies can assemble.

Open weights therefore do not remove the need for a cloud provider; they change who the cloud provider is competing with. Moonshot gets distribution it could not build, and the hyperscalers get a model that has been performing well against...

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