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Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks

MarketWatch

BusinessMarketWatch·Jul 20, 2026·1 min read

Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks

Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a long-term tailwind to chip demand.

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