Moonshot AI Seeks Cloud Deals with Microsoft, Amazon, and Google
Moonshot AI is negotiating with Microsoft, Amazon, and Google to host its Kimi K3 model on their cloud platforms. The Beijing-based startup wants up to 30% of the revenue generated from hosting Kimi K3 on Azure, AWS, or Google Cloud.
Kimi K3 is a 2.8 trillion-parameter AI model that has gained attention for its performance in building web interfaces and complex tasks. Moonshot is seeking to monetize this model by partnering with cloud giants, which would change the meter from running on their own machines to using the cloud services.
The talks between Moonshot and the US cloud companies are ongoing, but there's no certainty of an agreement. The negotiations raise questions about revenue split, access to data, and auditing token usage across different cloud systems.
Moonshot has already secured a significant revenue stream from its existing business, with annual recurring revenue reaching $300 million by mid-June. The company is also preparing for a Hong Kong listing and seeking pre-IPO funding at a valuation of up to $50 billion.
The talks between Moonshot and the US cloud companies are not just about commercial negotiations but also have policy implications. US officials have accused Moonshot of illegally acquiring Nvidia chips, which could impact any potential deal with the cloud giants.