Analyst: Kimi K3 Ultra-large Model to Be Open-Sourced Soon, AI Infrastructure Platforms May Be the Biggest Beneficiaries

Odaily reported that analyst KawzInvests stated that Moonshot AI's upcoming Kimi K3 could become a significant event in the open-source AI space, and the infrastructure demand behind it may drive growth for AI cloud service platforms. Kimi K3 has approximately 2.8 trillion parameters, making it one of the ultra-large-scale open-source models. According to Moonshot's official evaluation, the model's performance is only slightly behind frontier models like Claude Fable 5 and GPT 5.6 Sol, and the full model weights are expected to be released on July 27.

KawzInvests pointed out that a model of this scale cannot run on an ordinary laptop or even a single server; users need a computing cluster composed of a large number of GPUs to complete model loading and inference. When top-tier open-source models are made available for free, the biggest beneficiaries might not be ordinary users, but rather platforms that offer model hosting and inference services. For example, $DOCN (DigitalOcean) already supports serverless inference services for models like Kimi K2.6. Developers do not need to deploy hardware; they can call the model via API and pay per Token. Additionally, the platform hosts over 70 models and covers GPU leasing, model fine-tuning, and AI Agent development tools.

As more large-scale open-source models are released, developers' demand for low-barrier AI infrastructure will continue to increase. Model hosting, inference services, and GPU cloud platforms may become key beneficiaries in the open-source AI wave.