Kimi K3 Could Actually Benefit Network Switches
aiamblichus · x · 2026-07-19
Citing SemiAnalysis:
- Many assume that Kimi K3's KDA Attention reduces KV transfer bandwidth by up to 10x, shrinking the AI network switch market.
- The author argues the opposite: bandwidth changes won't reduce switch TAM; details follow.
The meme image caption: 'Looks like the Chinese built a strong model with far less than $1 trillion capex,' with exaggerated relay-race cartoons mocking misjudgments about training cost and network needs
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