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Kimi K3 Sparks Micron Opportunity | Durham News
Kimi K3, China’s open-weight AI giant, just shattered benchmarks with 2.8 trillion parameters and a 1M-token context window—offering elite coding and reasoning at a fraction of the cost of Western rivals. While some fret this could hurt Micron’s hardware sales, Bank of America sees it as a major tailwind. The key? Even with compute efficiency gains, massive model sizes still demand huge amounts of fast memory—exactly what Micron supplies. And with open models empowering thousands to self-host, demand for memory chips could explode. BofA’s bullish: Micron’s memory dominance, especially in…
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