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

MarketWatch· Britney Nguyen· Jul 20, 2026 · 10:21 PM
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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