SemiAnalysis says Kimi K3 beats NVIDIA’s Nemotron 3 Ultra by a wide margin

FinanceYF5 · x · 2026-07-26

The thread says Kimi K3 significantly outperformed NVIDIA’s Nemotron 3 Ultra, and uses that result to argue that NVIDIA’s committee approach is constraining innovation.

Its conclusion is that the best progress in open AI comes from independent labs competing on different ideas, architectures, and methods—much like the current pace of Chinese AI labs, which keep shipping and iterating.

Related event: SemiAnalysis: Kimi K3 Beats Nemotron(4 posts)→

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