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].
