The cost to run Kimi is the cost of the GPUs (+ overhead of hiring humans for now to manage it). Kimi K3 does not change the demand curve for LLMs, it only chan

The cost to run Kimi is the cost of the GPUs (+ overhead of hiring humans for now to manage it). Kimi K3 does not change the demand curve for LLMs, it only changes the possible suppliers — and they're all competing for the same supply-constrained resource, which is GPUs in datacenters. Regardless of who is serving the model, or how, they're going to need to rent or buy GPUs in datacenters. Hence: this is great for datacenters.