Moonshot paused new Kimi K3 subscriptions two days after launch when demand maxed out its GPUs. Here's what happened and why it signals the real constraint in AI has shifted from training to inference.

Analysts say Moonshot AI's Kimi K3 boom could boost Nvidia and Micron as demand for high-performance memory rises.

The K3 launch is a capacity-planning case study. Here is an admission gate for your own AI service before demand surprises you.