China's Moonshot AI halts new subscriptions after surging demand

Moonshot AI's Kimi K3, a 2.8-trillion-parameter open-source model, halted new subscriptions within 48 hours of launch due to demand overwhelming compute capacity. The suspension signals that Chinese AI models are now competitive enough to strain infrastructure, but Chinese startups lack the chip allocation to serve surge demand at scale. If you sell compute, cooling, or inference optimisation to AI labs, Moonshot just proved the market will buy faster than Chinese startups can scale. You have a three-to-six month window to lock in customers before they build it in-house or Nvidia fills the gap.