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China's Moonshot AI is in active negotiations with Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) to host its Kimi K3 model under revenue-sharing agreements.
The commercial logic for those platforms is apparent: expanded model capacity without competing development costs.
What complicates the picture is a macro environment in which investors are openly questioning whether fiscal and monetary policy are now pulling in opposite directions.
Reading through the Kimi K3 deal The case for the arrangement, from the perspective of Microsoft, Amazon, and Alphabet, is that a revenue-sharing structure with Moonshot AI adds model capacity to their cloud offerings.
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