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AI & Enterprise

Moonshot AI in talks with U.S. cloud big three on revenue sharing for Kimi K3 model

Moonshot AI is in revenue-sharing talks with Microsoft, Amazon and Google, Reuters reported on Aug. 26. The talks would allow the U.S. cloud firms to host Moonshot AI\'s large model Kimi K3. Sources said Moonshot AI is seeking up to 30 percent of K3-related service revenue. The negotiations are at an early stage and key issues remain unresolved, including revenue-sharing terms, data access and audits of token usage.

AI & Enterprise

Value-for-money AI models reshape spending, frontier model sales wobble

Lower-cost AI models are increasingly influencing corporate spending on high-end offerings from Anthropic and OpenAI, a Financial Times report said, citing Ramp’s analysis of spending data from 70,000 companies. Anthropic’s top-tier Fable 5 accounted for about 11 percent of spending on Anthropic tools more than two months after launch. Analysts cited price and sufficient performance of older models. The shift may affect frontier AI developers investing billions of dollars in larger models.

AI & Enterprise

AI app companies build in-house models as push grows; what next for Dokpamo overhaul?

More AI service companies are building in-house models to cope with the cost of using advanced AI models and to compete with large model developers. Legal AI startup Harvey has developed its Tenet model based on Moonshot\'s low-cost open-source Kimi K3. Coding AI Cursor is also accelerating its own model work and has launched its Origin code hosting platform. South Korea plans to revamp support for firms in the Dokpamo project from the third evaluation round.