Capital · deployed

compute buildout scale not itself disclosed in $ terms; observable via strain (K3 subscription pause on capacity) and via the disputed GB300 allegation, not a confirmed capex figure

med confidence · as of 2026-07-28 · about Moonshot AI

Sourced figures 2

TradingView/Reuters via Google News Moonshot paused new Kimi K3 subscriptions as demand strained compute capacity
2026-07-20 med
XenoSpectrum / Startup Fortune via Google News White House alleges Kimi K3 was trained on export-banned Nvidia GB300 chips routed via Thailand (disputed/unconfirmed by Moonshot)
2026-07-22/23 low

the working

Threads 2

China's Stack open
Distillation Fight open

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Moonshot AI.