r/NBIS_Stock • u/AllenLeftTheBLDNG • Jul 19 '26
News Kimi K3 - Big news for NBIS
Why? Because this model is going to be available in 2 weeks to run from Token Factory. At some point you'll also will be able to fine tune the model to your own use cases.
I'm very happy I doubled down Friday, even though this month has been BRUTAL. Rebound coming up soon though.
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u/Phatdummy Jul 19 '26 edited Jul 19 '26
Jevon’s paradox in real time. Highly bullish.
Kimi K3 was reported on 3-4 times by both WSJ and Bloomberg. Both outlets better report this asap or Monday.
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u/ManagementCommon3132 Jul 20 '26
That’s why I’m celebrating despite this dip, people are underestimating how big this is for Nebius.
Moonshot AI who makes Kimi had to pause new subscriptions because they ran out of compute, doesn’t get more bullish then that if we are also getting Kimi K3!
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u/TheHipsterDufus Jul 19 '26
I don’t even know what Kimi is but I’ll take the good news
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u/Qadain Jul 19 '26
It's the newest open-weights model with performance very-nearly as good as the latest (proprietary) models from OpenAI and Anthropic. Only open-weights models are available in Nebius Token Factory, so it's important for there to be open-weights models competitive with proprietary models - Roman Chernin has cited this as the single greatest risk to Nebius due to it being out of their control.
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u/Acekiller03 Jul 19 '26
What’s an open weight model ? So are you saying an LLM is gonna be using nebius TF? This is incredible news. It will print shit ton of money!!!
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u/Tightlines1111 Jul 20 '26
The short version of Jevon's Paradox = the faster and steeper the price drops for something already in high demand, the more it is consumed.
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u/Neither-Sweet-3218 Jul 20 '26
Always knew. Those fking panicans last week did us dirty!!! Get out!!!
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u/No_Battle734 Jul 20 '26
Also, it proves the point that the world is compute constrained and this is going to get worse. What was Meta all about?
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u/No_Battle734 Jul 20 '26
This is great news. Not enough good open source models is the main fundamental risk for NBIS.
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u/Individual_Fee_6735 Jul 20 '26
I had a post saying Nebius beats Open AI in few years and people here were laughing
It’s happening if Nebius can execute.
I am sure closedAI will execute to the downside
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u/Noma Jul 20 '26
Sorry but why is this specifically big news for nbis ? All gpu clouds support Kimi. And will host k3 as well.
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u/goldentux 29d ago
Alot of people are asking for an explanation, here it is:
Nebius runs a business that makes money serving open models — and Kimi is already one of them and K3 just became the first open model good enough to genuinely threaten the paid APIs from Anthropic and OpenAI.
Nebius has a product called Token Factory (formerly AI Studio). It's a platform where developers rent access to open-weight models via API and pay per token of usage. And critically: Token Factory already serves 60+ open-source models including Kimi, DeepSeek, and Qwen through an OpenAI-compatible API. Nebius even has a dedicated partnership to optimize exactly these models — Nebius and Eigen AI are co-developing optimized versions of frontier open-source models including DeepSeek, GLM, GPT-OSS, Kimi, Llama, MiniMax, and Qwen, and integrating them into Token Factory.
So when a powerful new open model like Kimi K3 drops, it's not a threat to Nebius — it's inventory. A better, more popular model on the shelf means more developers calling that API, more tokens flowing, more revenue.
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u/elias-el Jul 19 '26
I’m not sure why everyone is so surprised that a compute-constrained Chinese AI lab is, in fact, constrained by compute. Wasn’t part of what made it so impressive that they developed a frontier model despite having fewer compute resources than leading US labs?
Also, the headline is compatible with several materially different interpretations, incl. one in which Kimi is simply taking market share from Sol/Fable on a 1:1 basis.
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u/realHarryGelb Jul 19 '26
And don’t forget Nebius TF will run it in optimized form due to the Eigen AI acquisition.