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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