SemiAnalysis chart shows Kimi K3 at 88.3 vs Nemotron 3 Ultra’s 53.9 on TerminalBench2.1

FinanceYF5 · x · 2026-07-26

SemiAnalysis says Kimi K3 significantly outperforms NVIDIA’s Nemotron 3 Ultra, and argues that if the U.S. wants to stay competitive in open AI, Jensen Huang should embrace independent labs rather than a committee model.

The post’s chart shows TerminalBench2.1 agentic coding results: Nemotron 3 Ultra at 53.9, Fable5 at 84.6, and Kimi K3 MXFP4 at 88.3. The core point is that competition among separate teams produces better results than a centralized committee.

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

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