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ZERO Market Flash #003# China's Second AI Shockwave: Is the Market Misreading It Again? Why Cheaper AI May Mean More Infrastructure—Not Less In January 2025, DeepSeek triggered one of the biggest debates in AI investing. The market quickly concluded that if powerful models could be trained with fewer GPUs, future demand for AI infrastructure must decline. NVIDIA lost nearly 17% in a single day, and AI-related stocks sold off across the board. More than a year later, history appears to be repeating itself. Kimi K3 has once again demonstrated that Chinese companies can build highly competitive large language models at significantly lower cost. The market immediately returned to the same question: If AI keeps getting cheaper, will we need fewer GPUs? Ironically, Kimi itself may have provided the opposite answer. Shortly after launch, the company suspended new subscriptions—not because the model had reached its limits, but because user demand had pushed GPU capacity close to its deployment limit. That may be the most important signal from Kimi's release. The first bottleneck wasn't model capability. It was deployment capacity. For the past several years, AI competition has largely been defined by training. Whoever trained larger models with more GPUs was assumed to have the strongest competitive advantage. Under that framework, lower training costs naturally imply lower infrastructure demand. But that assumption depends on one premise: that AI's value is created primarily during training. The more important question is: What happens if cheaper AI leads to dramatically more adoption? A foundation model may be trained once. It may perform billions of inference requests afterward. Over the long run, infrastructure consumption is driven less by training than by continuous deployment. Lower cost reduces the price of each interaction. Growing adoption increases the number of interactions. If usage grows faster than cost declines, total infrastructure demand can continue to expand. That is why Kimi's GPU capacity announcement may matter more than the model itself. The market focused on lower training costs. Reality exposed growing deployment demand. This also gives new context to SK Group Chairman Chey Tae-won's observation that the memory industry may gradually shift from a Price-driven cycle to a Volume-driven one. If AI deployment continues to expand, future industry growth may depend less on rising prices and more on rising deployment volumes. Kimi's capacity constraints do not prove that transition has already happened. They do suggest that AI competition is beginning to extend beyond training and into deployment. One year ago, DeepSeek forced investors to rethink training costs. Today, Kimi may be forcing investors to rethink deployment demand. Training creates models. Deployment creates industries. — This article reflects personal research and opinions only and should not be considered investment advice. Please conduct your own research before making investment decisions. ZERO Good is not good enough for conviction.
Only the best deserves concentration. Scientist · Doctor · A9 Investor Search Tags #AI# #ArtificialIntelligence# #GenerativeAI# #LLM# #KimiK3# #MoonshotAI# #DeepSeek# #Inference# #Deployment# #Training# #AIAgents# #GPU# #NVIDIA# #Memory# #HBM# #Semiconductors# #AIInfrastructure# #SKHynix# #Micron# #SNDK# #TechInvesting# #ZERO#

1confirmation Founder: RWA Tokens Will Drive the Next Wave of Crypto Adoption 1confirmation founder Nick Tomaino said the era of zero-cost, purely speculative token creation is fading, while tokens backed by real-world assets are set to drive broader adoption. Beyond stablecoins, he expects tokenized stocks, commodities, bonds, and real estate to accelerate over the next year, with onchain collectibles such as sports cards and jerseys offering the greatest upside.

I think bringing back trenches means 1) making early believers & users rich and 2) spreading that message beyond CT. KOL memecoins are zero sum game where CT degens play in the casino. But it mainly stays within our own circle. So new people will join when some unique opportunities arise that end up on mainstream news Something like polymarket making many new rich with HUGE airdrop. It could be a disbelief story on Bloomberg to people who never heard of ‘airdrop’ Or a general crypto market recovery that would bring back FOMO. Saying that, KOL memecoins could still ‘bring back the trenches’ if it instills bullish sentiment in crypto natives who still hold onto their stablecoins. The first sign of that would be huge $SOL outperformance but $SOL started outperforming when this kol meme meta started. (Ironically, $ETH is looking good and more serious bet). Lastly, HYPE was perhaps the most successful ‘trenches’ story this cycle with so many ‘ new rich’. But even it likely only instilled FOMO into farming other perp dexes. In other words, trenches stay localized and we need something TOTALLY new to really bring back the trenches. Not something old that has tainted track record.