Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks
THE SO WHAT
Lower‑cost models like Moonshot AI’s Kimi K3 expand the TAM for inference — they don’t shrink it — by making more workloads economically viable, which feeds back into demand for GPUs and memory. For infra buyers, the real optimization problem becomes model price‑performance per use case, not “expensive vs cheap AI.”
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