AI Infrastructure Investment: $725B Capex Risk [2026]
AI infrastructure investment faces a timing gap: $725B of 2026 big-tech capex, years-long builds, and chips that age fast. Analysis with data and quotes.
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Kimi K3 is an open-weight, native multimodal agentic model and our most capable model to date. It is a 2.8T-parameter model built on Kimi Delta Attention (KDA) and Attention Residuals (AttnRes), with native vision capabilities and a 1-million-token context window. It is the…