Moonshot AI’s Kimi enterprise (B2B) head Huang Zhenxin said that model providers have been raising prices this year because global compute costs are increasing and GPU supply—both overseas and in China—cannot keep up with token-demand growth, according to 36Kr. He said downstream enterprise demand for AI applications is surging while upstream compute supply remains tight due to chip capacity constraints, pushing API prices higher.
Huang also said there is “definitely” a bubble in the sector, but argued fundamentals are not hollow, citing his claim that Anthropic has already achieved quarterly profitability.
Moonshot AI’s Kimi Enterprise Lead Says Model Makers Are Raising Prices on Rising Compute Costs
2026-06-29 09:06:21
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
西部黄金两子公司停产整改不超30天Next article：
某巨鲸1小时前用1706.8万枚USDC买入23.52万枚SOL
