Very interesting
The Kimi API is now live on AWS Marketplace. 🚀
If your team is already running on AWS, you can now access Kimi with consolidated billing. Plus, eligible customers can apply Kimi API usage directly toward their AWS EDP commitments.
Build and scale with Kimi today: https://aws.amazon.com/marketplace/pp/prodview-rfjb2elzc5jp4
Users praise the Kimi API launch on AWS Marketplace for delivering strong enterprise exposure and offloading compliance and deployment burdens.
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Another way to scale revenue is to sign deployment agreements with hyperscalers and inference providers AWS et al. handle the inference deployment and compliance, and Moonshot provides the weights
Depends They have a huge on-prem government-related biz Could they win $2B-$3B in government contracts and reach $2B ARR thru their cloud biz
So, hitting $5B ARR can happen in an extreme scenario
To hit $10B/yr they will need to adopt Anthropic/OAI tactics and serve tokens at 5x the current price (95% GM)
@zephyr_z9 who pays who? kimi pays for compute via rev share? does AWS make more money from serving Ant/OAI or Kimi or are they incentivized to serve all models?
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@zephyr_z9 Neat I have Kimi as a backup in case Claude is down. Need to see if this adds any value to my system
@zephyr_z9 No shit
@zephyr_z9 It's just a billing thing. Makes it easy for cos to use their AWS budget on other services instead of asking CFO to approve yet another provider
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@chopsuey5M @zephyr_z9 I'd bet on a token margin basis Kimi models are way higher
@zephyr_z9 Thats a good enterprise exposure through the mktplace.
@zephyr_z9 Dumb question but if kimi is open weight then they does AWS need an agreement?
@zephyr_z9 ESS Tech Inc is going places
@zephyr_z9 it’s a smart way to offload the compliance and deployment burden
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