China's Moonshot In Talks With Microsoft, Amazon, Google Over K3 Revenue Sharing

Longtime Slashdot reader schwit1 shares a report from Reuters: China's Moonshot AI is negotiating revenue-sharing agreements with Microsoft, Amazon, and Alphabet's Google, that would allow the U.S. cloud giants to host its blockbuster Kimi K3 model, three people familiar with the talks said. Any deal could mark the first big revenue-sharing pact between a Chinese AI firm and a major U.S. cloud company. The discussions highlight how China's leading AI models, often far cheaper than Western offerings, are gaining traction in the U.S., despite national security concerns in Washington that have led to bans on exports of AI chips to China. They are also taking place despite critical comments about Moonshot from senior U.S. officials.

IPO-bound Moonshot is seeking up to a 30% share of revenue generated from K3-related services on Microsoft's Azure, Amazon Web Services and Google Cloud, according to the sources who declined to be identified because the discussions are private. That would be in line with terms that sources have said the startup has outlined for major customers using the open-weight model. Moonshot has come under fire from U.S. Treasury Secretary Scott Bessent who said last month that he might add it to a trade blacklist. U.S. officials have accused the Beijing-based company of stealing from Anthropic's most sophisticated model, Fable, to help create Kimi K3 and illegally acquiring Nvidia chips.

Rat knot

[Elektroschock]

I looked it up in wikipedia, so in English it is the same as in my native tongue. There is this strange nature phenonemon of the rat king, mutliple rats with intertwined tails.

So in my view these relations and circular businesses of the AI companies, and particularly this article about the chinese model, very much remind me of a rat king. A sure way in the prospect of an AI financial market crash that they will all die together.

Classic Underdog Business Tactic

[hutkept]

An infra startup finds channel partners, then signs revenue sharing deals with them. They sell to multiple partners both for getting the best price, but also to instill FOMO in all the other potential partners. Next they pump the channel partners for cash, raise valuation, reinvest, and start selling features to compete with the very same channel partners they originally started off with. This will all come back to bite them, but they can't say no, all they can do is try and offer their own models at an eve

What will el Bunko do?

[gtall]

He will do what he always does, demand tribute from the U.S. companies hosting K3 models in exchange for not issuing more silly Executive Orders claiming he's protecting America. If he really wanted to protect America, he'd abdicate the throne and go decompose in Mar-A-Loco.

"K3" ?

[greytree]

I searched up K3, so you don't have to:

"The signature style and iconicity of K3 rely on all three girls mostly wearing the same outfit, and they are traditionally a redhead, a brunette, and a blonde."

https://en.wikipedia.org/wiki/K3_(group)