Kimi K3 developer suspends new subscriptions amid compute constraints

Moonshot AI suspended new subscriptions for its Kimi K3 model due to GPU capacity constraints, despite the 2.8 trillion-parameter model outperforming top US alternatives on some benchmarks. The suspension exposes the infrastructure bottleneck Chinese AI labs face under US chip export controls, requiring billions in capex to serve global users at scale. If you sell GPUs, inference optimisation, or power management to AI labs, you've just watched a frontier model builder hit the wall after 48 hours of production traffic. Moonshot needs to spend billions on chips it cannot source domestically—that's your customer, and the clock is running.