Moonshot AI limits Kimi K3 subscriptions due to compute constraints: inference bottleneck for 2.8T param model

Moonshot AI is capping new Kimi K3 subscriptions because of compute limitations. The 2.8 trillion parameter model is trained, but scaling inference requires massive accelerators, memory, and networking. Bullish for MU, SKHY, AVGO, CRDO, ALAB, MRVL.

• memory
• networking
• AI hardware
• Kimi K3
• compute constraints
• inference bottleneck