Sources: Moonshot AI is in early talks over revenue-sharing agreements with Microsoft, Amazon, and Google to host Kimi K3, and is seeking up to a 30% share (Reuters)

Moonshot AI has entered early-stage discussions with Microsoft, Amazon, and Google regarding revenue-sharing arrangements for hosting its Kimi K3 model. The startup is aiming to secure up to a 30% share of the revenue generated from these hosting deals. These talks represent a potential shift in how AI model providers structure compensation with cloud infrastructure vendors. No final agreement has been reported in the material.

If an agreement is reached, Moonshot AI would allocate a portion of its revenue to the cloud partners, affecting its financial projections. The material does not specify the exact financial terms beyond the desired revenue share percentage. Consequently, the precise cost impact on Moonshot AI's operations remains unspecified.

Because the discussions are described as early, there is no guarantee that a deal will be finalized; the talks could conclude without an agreement. In the absence of a deal, Moonshot AI would need to pursue alternative hosting arrangements, which are not detailed in the provided information. The material also does not indicate any technical limitations or security concerns associated with the proposed hosting arrangements. Thus, the point at which such an arrangement might stop working is not outlined.