月之暗面发布了参数规模达2.8万亿的Kimi K3开源模型，成为全球参数最大的开源模型1。该模型激活参数104B，原生支持100万上下文长度，并具备视觉理解能力1。在编程和视觉评测中，K3表现可与Claude相媲美，且调用成本不足Claude的十分之一1。
K3的发布在市场上激起强烈反应。美股AI板块三天内蒸发4700亿美元1。作为芯片供应商的英伟达随即启动战略应对，由董事长黄仁勋牵头发布公开信《开放权重与美国AI领导力》，获得77家公司签署1。英伟达同时主导成立了"开放安全AI联盟"（OSAA），拥有37家创始成员参与1。然而Anthropic拒绝署名该公开信，并不参加该联盟1。黄仁勋表示"优秀的模型带来广泛的使用，广泛的使用带来巨大的增长"1。
硅谷形成了支持开源与拒绝开源的两大阵营对立1。在这场竞争中，作为芯片提供者的英伟达获利最多1。与此同时，月之暗面计划目标估值500亿美元，计划六个月内在香港上市1。Anthropic则秘密递表，或将在10月份登陆纳斯达克，估值近万亿规模1。
Moonshot AI has released Kimi K3, an open-source model with 2.8 trillion parameters—the largest of its kind globally—marking a significant shift in the competitive landscape of large language models 1. The model features 104 billion activated parameters, supports native context windows of up to 1 million tokens, and includes visual understanding capabilities 1. K3 demonstrates performance comparable to Claude across programming and vision benchmarks while operating at less than one-tenth of Claude's inference cost 1.
The release triggered substantial market disruption, with the U.S. stock AI sector losing $470 billion in market value over three days 1. In response, NVIDIA CEO Jensen Huang has spearheaded an industry initiative, co-authoring an open letter titled "Open Weights and American AI Leadership" that secured signatures from 77 companies 1. NVIDIA has simultaneously established the Open Safety AI Alliance (OSAA), which includes 37 founding members 1. However, Anthropic declined to sign the open letter and refused to participate in OSAA 1, reflecting a deepening ideological split in Silicon Valley between proponents and opponents of open-source model distribution.
Huang stated that "excellent models drive broad usage, and broad usage drives tremendous growth" 1, positioning NVIDIA as a key beneficiary regardless of the industry's direction. Moonshot AI is targeting a $50 billion valuation and plans to list on the Hong Kong stock exchange within six months 1, while reports indicate Anthropic has confidentially filed for a potential NASDAQ listing in October with a valuation approaching $1 trillion 1.
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