Tiezhen WANG(@Xianbao_QIAN):Honestly there is no reason why Nvidia stock price drops that much. Kimi K3 open source release would burst the bubble on the modeling side, but it gives hardware vendors and neolabs a super strong edge and stay independent of the close source model vendor. The more models open sourced, the less model being the bottle neck -> the better position hardware vendor will be.

Tiezhen WANG

@Xianbao_QIAN

Helping ecosystem to grow on vLLM, ex-Head of APAC ecosystem @huggingface. Ex-Googler on TFLite/micro. Ideas on my own. Interested in future tech. DM open

Joined November 2022

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Tiezhen WANG@Xianbao_QIAN

2026.07.28 01:01

Honestly there is no reason why Nvidia stock price drops that much. Kimi K3 open source release would burst the bubble on the modeling side, but it gives hardware vendors and neolabs a super strong edge and stay independent of the close source model vendor. The more models open sourced, the less model being the bottle neck -> the better position hardware vendor will be.