Nadella dismisses Chinese AI threats, says 'they run on US infra'

Microsoft CEO Satya Nadella dismissed concerns over low-cost Chinese AI models such as Moonshot AI's Kimi K3, saying, "Chinese models... run on...[American] hyperscalers." He added that trust in US AI technology and its robust training ecosystem would keep it competitive against Chinese rivals. Notably, Kimi K3's debut rattled US tech stocks, triggering a sell-off in Nvidia and Micron shares.