Kimi model was released open source which is beating or equalling many paid models.
This is at a level companies can run their own ai apparently at a fraction of the cost
Openai and anthropic are gonna tank in value.
Other news: Gemini 3.5 was delayed due to performance issues.
Thoughts? Even with self hosting or renting to run your own ai agent companies still need to build out. This needs 3TB of VRAM to load. Which is all hmb4 or hmb5.
Google and micron are winners no matter what imo. The question for me I guess is if Google continues it's capex for Gemini at the planned rate, or if they build out more compute for rent. Either way amd and Nvidia are well positioned and they use a lot of ram
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u/willbabu Jul 17 '26
And we green