Moonshot AI in Talks with Microsoft, Amazon, Google over Kimi K3 Revenue Sharing, 30% Cut
Bubble signal: 0 · NeutralRelevance 30OtherChina
Source: IT Home · Published 2026-08-26
Summary
According to Reuters, Moonshot AI is in talks with Microsoft, Amazon, and Google over revenue-sharing agreements to host its flagship model Kimi K3 on their clouds, seeking a 30% revenue share. If successful, this would be the first major revenue-sharing partnership between a Chinese AI company and mainstream US cloud providers. Talks are at an early stage and uncertain.
Bubble analysis
This news does not directly provide quantitative evidence on the bubble, but it reflects Chinese AI companies' efforts to generate revenue through commercial partnerships, potentially narrowing the gap between AI investment and revenue, indirectly affecting the bubble narrative.
#kimi#moonshot#cloud#revenue-sharing
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