Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
Moonshot's Kimi on US Clouds: Who Pays for the AI Race
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Episode Moonshot's Kimi on US Clouds: Who Pays for the AI Race
Britain nearly doubled its naval spending between 1900 and 1914 in the arms race set off by HMS Dreadnought. The author argues that a similar race now weighs on the debt funding AI capex, because the US lead, estimated at perhaps six months, has to be bought back with every chip generation. The forecast, at 55 out of 100 confidence: by June 30, 2027, a US cloud provider will announce a deal with Moonshot for Kimi K3.
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