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Exactly as I predicted by the way in my post on Friday when I explained what would happen with Kimi and the AI names we own.
Every Kimi tier is sold out, and the market sold off amid fears of excess compute following the META news. Hilarious.
$NBIS just buy every dip the market gives you.
Every Kimi tier is sold out, and the market sold off amid fears of excess compute following the META news. Hilarious.
$NBIS just buy every dip the market gives you.
Who said Kimi was cheap? And now they are also compute- and memory-starved.
$NBIS $MU $SKHY
@ravenloft43 @firstadopter Their cost to run is equal to GPT-6 Sol
And let’s not forget that while the market was dropping, even old H200 prices were rising. What just happened with Kimi is an other signal that the current demand far outpaces the supply, so I expect prices to keep moving higher.
$NBIS
As $NBIS is dropping, H200 prices are climbing.