「Photon Stock God」: Kimi K3 has a huge parameter space, and cloud hosting platform companies may benefit

BlockBeats News, July 17, Emerging US stock star analyst KawzInvests (@KawzInvests) stated that Kimi K3 is an open-source model with 2.8 trillion parameters. Moonshot's own evaluation places it behind only Claude Fable 5 and GPT 5.6 Sol. The full weights will be released on July 27.

Such a large model cannot run on an ordinary user's laptop or even a single server. Therefore, if such open-source models become popular, cloud hosting platforms will be beneficiaries. KawzInvests cited DigitalOcean (DOCN) as an example, as the company has already supported Kimi K2.6 hosting services.

In addition to DOCN mentioned by KawzInvests, neocloud companies such as Amazon, Microsoft, NBIS, and RIEN may generally adhere to this investment logic.