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«if we start closing loopholes in our export control policies and enforcing them more vigorously, we can still constrain…» Much of my understanding of politics comes from Konstantin Krylov. In his novel «Success», he explains the nature of will to power in creatures like Chris
Kimi admits it is compute constrained, and is struggling to serve K3. The same thing happened to DeepSeek when it released v4. When Chinese AI labs say their #1 constraint is compute, they aren’t lying. They don’t have enough chips to serve the model at scale to customers. If we stop China from buying, smuggling, or remotely accessing AI chips, it will be harder for them to either make advanced AI models or serve them at scale. But instead we are selling them the compute capacity they need most, and have also loosened restrictions on smuggling and remote access. We are making it easier for China to catch up, and are acting surprised when they release good models. In reality, models like K3 are made with and run inference on US chips - and are the direct result of the weakening and non-enforcement of our export control policies. The good news is if we start closing loopholes in our export control policies and enforcing them more vigorously, we can still constrain China’s future AI capabilities. But this is the consequence of our non-serious approach to export controls over the last 18 months.
Kimi admits it is compute constrained, and is struggling to serve K3. The same thing happened to DeepSeek when it released v4. When Chinese AI labs say their #1 constraint is compute, they aren’t lying. They don’t have enough chips to serve the model at scale to customers. If we stop China from buying, smuggling, or remotely accessing AI chips, it will be harder for them to either make advanced AI models or serve them at scale. But instead we are selling them the compute capacity they need most, and have also loosened restrictions on smuggling and remote access. We are making it easier for China to catch up, and are acting surprised when they release good models. In reality, models like K3 are made with and run inference on US chips - and are the direct result of the weakening and non-enforcement of our export control policies. The good news is if we start closing loopholes in our export control policies and enforcing them more vigorously, we can still constrain China’s future AI capabilities. But this is the consequence of our non-serious approach to export controls over the last 18 months.
Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected. We're adding capacity as fast as we can and will reopen new subscription spots in batches. Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable. Thank you for your patience and understanding!
This obviously will lead to a full decoupling from the US chip ecosystem. That does not seem like a good thing to me.
Kimi admits it is compute constrained, and is struggling to serve K3. The same thing happened to DeepSeek when it released v4. When Chinese AI labs say their #1 constraint is compute, they aren’t lying. They don’t have enough chips to serve the model at scale to customers. If we stop China from buying, smuggling, or remotely accessing AI chips, it will be harder for them to either make advanced AI models or serve them at scale. But instead we are selling them the compute capacity they need most, and have also loosened restrictions on smuggling and remote access. We are making it easier for China to catch up, and are acting surprised when they release good models. In reality, models like K3 are made with and run inference on US chips - and are the direct result of the weakening and non-enforcement of our export control policies. The good news is if we start closing loopholes in our export control policies and enforcing them more vigorously, we can still constrain China’s future AI capabilities. But this is the consequence of our non-serious approach to export controls over the last 18 months.