2026年7月20日 0:50 ET 发布 · 更新于 4 个月前 · 1 个来源

Moonshot’s Kimi K3 May Be More About Memory Than Compute

bloomberg

原始报道

When DeepSeek’s R1 debuted in early 2025, almost $600 billion was wiped out from Nvidia Corp.’s market value in a single day on fears that artificial intelligence would require less computing power than previously expected. Moonshot AI’s release of Kimi K3 on Friday triggered a similar reaction, helping push semiconductor stocks sharply lower.

原文