Kimi K3 too big for single accelerator; distributed inference boosts hardware ecosystem

Kimi K3's 2.8T parameter size requires distributed inference across many chips, driving demand for high-speed interconnect, networking, optics, and custom silicon. Bullish for CRDO, ALAB, MRVL, AVGO, and the entire AI infrastructure stack.

• networking
• AI hardware
• inference
• Kimi K3
• distributed computing