A Chinese open-source model just triggered another AI selloff. The panic says more about US spending than about Kimi.
THE SO WHAT
Another "Kimi moment" selloff on a Chinese open model shows equity markets are trading on fear of US AI over-spend as much as on actual capability shifts. Operators should not let this volatility drive roadmap whiplash — use it instead to renegotiate infra contracts and sanity-check ROI assumptions on your own AI capex.
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