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in postLONG
“AWS et al. handle the inference deployment and compliance, and Moonshot provides the weights”
@zephyr_z9
Kimi on AWS Marketplace deepens AWS's role as the default inference layer for third-party AI models, expanding its AI revenue flywheel
AMZNLONG@ $236.83
$265.89+12.27%
since call Jun 24
peak +13.4%
in postLONG
“hitting $5B ARR can happen in an extreme scenario”
@zephyr_z9
Chinese AI foundation model companies are cracking global distribution via hyperscaler marketplaces, opening a path to $5B–$10B ARR that the market has not priced in
MINIMAXLONGIDEA · NOT YET PRICED
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