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analyst KawzInvests stated that Moonshot AI's upcoming Kimi K3 could become a significant event in the open-source AI space, and the infrastructure demand behind it may drive growth for AI cloud service platforms. Kimi K3 has approximately 2.8 trillion parameters, making it one of the ultra-large-scale open-source models. According to Moonshot's official evaluation, the model's performance is only slightly behind frontier models like Claude Fable 5 and GPT 5.6 Sol, and the full model weights are expected to be released on July 27.KawzInvests pointed out that a model of this scale cannot run on an ordinary laptop or even a single server; users need a computing cluster composed of a large number of GPUs to complete model loading and inference. When top-tier open-source models are made available for free, the biggest beneficiaries might not be ordinary users, but rather platforms that offer model hosting and inference services. For example, $DOCN (DigitalOcean) already supports serverless inference services for models like Kimi K2.6. Developers do not need to deploy hardware; they can call the model via API and pay per Token. Additionally, the platform hosts over 70 models and covers GPU leasing, model fine-tuning, and AI Agent development tools.As more large-scale open-source models are released, developers' demand for low-barrier AI infrastructure will continue to increase. Model hosting, inference services, and GPU cloud platforms may become key beneficiaries in the open-source AI wave.
Tibo, a core member of OpenAI Codex, posted on X platform stating that previously, it was too easy for users to enable high-compute mode without fully explaining its impact on usage quotas. The large-scale revamp of the desktop application made common features like chats and projects difficult to find. Additionally, promotional efforts overly focused on ChatGPT Work, leading some Codex users to mistakenly believe that Codex would be phased out in the future. Furthermore, the new version also caused issues with some multi-agent workflows, plugin functions, and other user experiences.In response to the above issues, OpenAI has already rolled out the first batch of improvement measures, including adjusting default settings and the model selector to prevent users from accidentally using high-cost configurations, fixing several plugin submission issues, optimizing the presentation of Codex within the product, and resolving some desktop experience problems.Additionally, over the past 24 hours, OpenAI has been continuously collecting user feedback, analyzing usage patterns, and communicating with users. Although the market has shown strong interest in GPT 5.6 Sol and the web and mobile versions of ChatGPT Work, OpenAI also acknowledges that this update has multiple issues.As of now, two rounds of Codex and ChatGPT Work usage quota top-ups have been completed. The next larger-scale update will be released next week, when chat and project features will return to the sidebar in a more familiar and customizable form. The platform will also enhance the visibility of usage quotas and reset times, further clarifying the respective applicable scenarios for ChatGPT Work and Codex.
Serenity stated that OpenAI will launch the GPT-5.6 Sol model on Cerebras hardware in July, viewing this as a significant validation of Cerebras’ technology, and revealed that it has begun purchasing CBRS stock.
According to an official announcement, B.AI has launched a major recharge bonus upgrade campaign on May 3. For a limited time, the platform is offering a 1:1 matching recharge reward mechanism—users receive an equivalent credit bonus for every dollar they recharge, effectively reducing the cost of invoking cutting-edge large language models such as GPT-5.5 and Claude Opus 4.7, as well as the “Brother Sun Brain” model and Web3 trading skill packs by up to 50%. This campaign removes the first-recharge restriction entirely: every recharge automatically triggers an equal-value bonus, with each user eligible to accumulate up to $100 in free credits. Additionally, the platform releases a daily $10,000积分 subsidy pool (points subsidy pool), available on a first-come, first-served basis across the network, resetting every day. Starting today, visit http://b.ai to unlock top-tier computing power at the lowest possible cost—and fully unleash the limitless potential of AI Agents and on-chain ecosystems.