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Kimi K3 Hit a GPU Wall. Why Nvidia and Microsoft May Be the Real Winners
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Moonshot AI introduced Kimi K3 on July 17 as fresh “evidence” that Chinese developers could approach the AI frontier at lower advertised prices.
Nvidia Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT) may be better positioned for that world than the labs financing the model race.
Kimi Is Not as Cheap as It Looks Against All Frontier ModelsK3’s API costs $3 per million input tokens and $15 per million output tokens.
On the same standardized workload, K3 generated roughly 25,000 output tokens per task, including about 18,000 internal reasoning tokens, while GPT-5.6 Sol used 15,000 output tokens in total.
If model prices fall while usage grows, Microsoft can still monetize the underlying compute and distribution.