According to the Galaxy Securities Research Report, only 48 hours after the launch of Kimi K3, the number of requests filled up the existing cluster. Afterwards, Kimi announced the suspension of new C-side user membership subscriptions to verify the outstanding capabilities and lack of computing power of the Kimi K3 model. Galaxy Securities believes that Kimi K3 is not suppressing the demand for computing power. On the one hand, the ability of the domestic open source model is close to the world's top closed source model, forcing top model manufacturers to maintain differentiation through larger training and faster iteration, and on the other hand, it continues to detonate the demand for inference computing power. Currently, Kimi K3 has achieved rapid adaptation to many domestic computing power platforms, driving the demand for domestic supernodes, which in turn drives the demand for domestic supernodes in the industrial chain such as servers, switches, optical modules, liquid cooling, and power supplies. Focus on domestic supernodes and industrial chains Related companies.

According to the Galaxy Securities Research Report, only 48 hours after the launch of Kimi K3, the number of requests filled up the existing cluster. Afterwards, Kimi announced the suspension of new C-side user membership subscriptions to verify the outstanding capabilities and lack of computing power of the Kimi K3 model. Galaxy Securities believes that Kimi K3 is not suppressing the demand for computing power. On the one hand, the ability of the domestic open source model is close to the world's top closed source model, forcing top model manufacturers to maintain differentiation through larger training and faster iteration, and on the other hand, it continues to detonate the demand for inference computing power. Currently, Kimi K3 has achieved rapid adaptation to many domestic computing power platforms, driving the demand for domestic supernodes, which in turn drives the demand for domestic supernodes in the industrial chain such as servers, switches, optical modules, liquid cooling, and power supplies. Focus on domestic supernodes and industrial chains Related companies.