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From DeepSeek to Kimi K3: 18 Months That Changed AI Investment Logic as Jevons Paradox Reaffirms Compute Is King
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From DeepSeek to Kimi K3: 18 Months That Changed AI Investment Logic as Jevons Paradox Reaffirms Compute Is King
Eighteen months after DeepSeek-R1 panicked markets by suggesting cheaper training invalidated compute investment, Kimi K3 with 2.8T MoE parameters has been called DeepSeek 2.0 moment. The answer is opposite to 2025 fears: Jevons Paradox holds where efficiency gains drive increased total compute consumption.The scale of capital expenditure defies previous expectations. Google raised its 2026 CapEx guidance by $15 billion to $195-205 billion, with…
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