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Applied AI·July 18, 2026·1 min read

Kimi: Threat or menace?

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The reaction to Moonshot AI’s new Kimi model — framed as “full AI communism” — is less about capability and more about geopolitics and distribution. If you operate in or near China, assume model choice is now a policy surface as much as a technical one and plan for parallel stacks.

Applied AI

Permit hurdles push up costs for AI data centers; Oracle pivoted from gas turbines to costlier fuel cells for its Project Jupiter in NM, costing billions more

Power is no longer just a line item in AI infra budgets — it’s a permitting and technology risk that can swing projects by billions when gas turbines get swapped for “permittable” options like fuel cells. If you’re planning large campuses, model power tech, permitting timelines, and community politics explicitly in your TCO, not as afterthoughts.