大模型
techcrunch.com ·
@Russell Brandom
Kimi 开发商 Moonshot AI 目标年收入 20 亿美元
TechCrunch 援引 Bloomberg 报道称,Moonshot AI 计划到年底实现 20 亿美元年化收入,为 8 月收入 run rate 的两倍,反映其今夏发布的 K3 模型带来的增长。OpenRouter 数据显示 K3 模型每日生成约 3000 亿 token,但近月使用量略有下滑。该目标仍远低于 OpenAI 和 Anthropic 据报的 400 亿与 650 亿美元收入;由于模型权重开放,Moonshot 利润率低于闭源对手。报道还提到 Anthropic 本周指控 Moonshot 长期进行模型蒸馏,将近 30 万次请求路由至 Claude Opus 并收集超 2300 万条回复用于训练,该指控尚未有定论。
AI推荐理由 TechCrunch 报道 Bloomberg 消息,Moonshot AI 目标年底年化收入 20 亿美元,为 8 月收入 run rate 的两倍,并给出 K3 在 OpenRouter 上每日约 3000 亿 token 生成量、与 OpenAI/Anthropic 收入对比等具体数据;同时提及 Anthropic 指控其蒸馏近 30 万次请求、收集超 2300 万条回复,属未决指控,需保留不确定性。信息密度较高,但核心数字来自二手转述,非官方确认。
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正文
In Brief
Posted:
12:35 PM PDT · September 11, 2026
Image Credits:Lam Yik/Bloomberg / Getty Images
Russell Brandom
Kimi-maker Moonshot AI targets $2 billion in annual revenue
One of China’s most prominent AI labs, Moonshot AI, believes it can turn its popular open-weight model into serious sales growth. On Friday, Bloomberg reported that the lab is targeting $2 billion in annualized revenue by the end of the year, double the company’s reported revenue run rate for August. It’s an aggressive goal that reflects the success of the company’s K3 model since its release this summer.
While K3’s usage figures have declined slightly in recent months, OpenRouter data currently shows as many as 300 billion tokens being generated each day by K3 models on the system.
Moonshot’s projected revenue is still dwarfed by that of OpenAI and Anthropic, which recent reports put at $40 billion and $65 billion, respectively. Because Moonshot’s model weights are freely available, the company has far lower margins than its closed-weight competitors. The rising projections show there’s still money to be made from open-weight AI models, even if they’re not as lucrative as closed-weight frontier models.
Still, Moonshot’s model development practices remain controversial — if not downright illegal. Earlier this week, Anthropic accused the company of a long-running model distillation campaign that routed nearly 300,000 requests from Kimi directly to Claude Opus, effectively serving Opus in place of Kimi’s own models. In total, more than 23 million responses were collected from Anthropic models for use in Moonshot’s training, the company alleged.
Topics
AI, In Brief, moonshot ai
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