Behind Kimi's fire: Is it difficult to solve the problem of computing power?

Every reporter: Chen Pengli Every editor: Wen Duo

Recently, Moonshot's self-developed Kimi smart assistant has become popular all over the Internet. On March 22, Kimi concept stocks continued to rise as a whole, but a small number of stock prices weakened. The reporter of "Daily Economic News" learned that among the A-share listed companies, Century Tianhong (SZ300654, share price of 14.20 yuan, market value of 5.167 billion yuan), Huace Film and Television (SZ300133, stock price of 11.06 yuan, market value of 21.026 billion yuan), Zhongguang Tianxue (SH603721, stock price of 42.59 yuan, market value of 5.537 billion yuan), Palm Reading Technology (SH603533, share price 32.49 yuan, market value 14.260 billion yuan) closed with a daily limit on the 22nd. In recent days, many listed companies have spoken out on whether to cooperate with Kimi.

The rapid growth of Kimi smart assistant access highlights the computing power problem behind it. On the afternoon of March 21, Kimi's APP and mini program were displayed as unusable for a while. According to a research report released by China Securities Construction Investment, as the number of Kimi users continues to increase, there has been a short-term lack of computing power support, and considering the follow-up model training and inference needs, it is expected that the computing power demand will be further increased and drive the computing power demand to land.

Zou Debao, executive deputy general manager of CCID Consulting Artificial Intelligence and Big Data Research Center, said in an interview with the reporter of "Daily Economic News" that the reason for Kimi's downtime, if it is indeed caused by insufficient computing power, then with the increase in the number of users, Kimi's computing power may indeed become a bottleneck. However, there are also some ways to solve this problem of insufficient computing power, including computing power upgrading, computing power optimization, distributed computing, and so on.

The sector continued to rise, and a number of listed companies spoke out

On March 22, the Kimi concept stock sector continued to rise sharply. Oriental Fortune shows that among the 19 listed companies in the "Kimi Concept" (BK1169), 16 companies have maintained their stock prices rising, and 3 companies have seen their stock prices fall.

From the perspective of ups and downs, Century Tianhong closed with a daily increase of 20.03%, and the closing price was 14.2 yuan / share.

On March 12 this year, Century Tianhong revealed on the investor interactive platform that the company's AI+ education product "Xiaohong Teaching Assistant" has added the "Document Q&A" function in version 4.0, which can achieve similar functions to Kimi, and can input documents within 100MB and 100,000 words. According to the Oriental Wealth client, the reasons why Century Tianhong was selected as the "Kimi Concept" include "the only company in A-shares that accurately benchmarks Kimi".

The share price of Huace Film and Television also continued to rise on the 22nd, which was the company's third consecutive daily limit. According to reports, Huace Film and Television responded to the outside world on the evening of the 22nd, and the company is currently in close communication with the dark side of the moon, but there is no written agreement for the time being.

In addition, the stock prices of Jieshun Technology, Zhongguang Tianxue, and Palm Reading Technology also closed with a daily limit on the 22nd. Among them, the stock prices of Zhongguang Tianxue and Palmyue Technology have also been up and down for three consecutive days. However, there are also individual concept stocks whose stock prices fell on the 22nd, including Super Communication (SH603322, stock price 38.33 yuan, market value 6.041 billion yuan), color news shares (SZ300634, stock price 21.35 yuan, market value 9.557 billion yuan), Jinshan Office (SH688111, stock price 329.74 yuan, market value 152.28 billion yuan).

In the past two or three days, many listed companies have also spoken out on whether to cooperate with Kimi. For example, Haitian AAC (SH688787, stock price 92.71 yuan, market value 5.593 billion yuan) revealed on the investor interactive platform that the company had not provided relevant training data to the dark side of the moon/Kimi Chat in the past, and Yidiantianxia (SZ301171, stock price 21.60 yuan, market value 10.193 billion yuan) revealed that the company had access to Kimi Chat, Incai Group (SZ300781, stock price 68.6 yuan, market value 7.544 billion yuan) said that Kimi, the dark side of the moon, is currently one of the closed-source large models called by the company, and its main advantage is the ability to efficiently process long texts.

Is it difficult to solve the problem of computing power?

On March 18th, the dark face of the moon announced that it had made a new breakthrough in the technology of large model long context window, and the self-developed Kimi intelligent assistant had supported 2 million words of ultra-long lossless context, and had started the internal testing of the product.

Subsequently, the Kimi intelligent assistant detonated market attention.

According to the China Galaxy Securities Research Institute, the Kimi intelligent assistant is another "milestone" in the AGI process, announcing that the large model has officially entered the "long text era". Guosen Securities said that the launch of Kimi by Yang Zhilin and his team "Dark Side of the Moon" at Tsinghua University marks an important progress in domestic AI large models.

More and more users are also flocking to the Kimi smart assistant app and mini program. SimilarWeb data shows that Kimi's weekly visits were still around 100,000 in December last year, and only exceeded 400,000 in late January, but since the Spring Festival holiday, the number of visits has begun to climb rapidly, with a 107.6% increase in visits in February, second only to Baidu's Wenxin Yiyan and Alibaba's Tongyi Qianwen. Guosen Securities revealed that from October 2023 to March 2024, Kimi's daily active users grew rapidly from 100,000 to more than 3 million.

The surge in the number of users made Kimi's APP and mini program unable to be used normally on the afternoon of the 21st.

Previously, the dark side of the moon had issued a statement that from 9:30 a.m. on March 20, it was observed that Kimi's system traffic continued to increase abnormally, and the trend of traffic increase far exceeded the company's expected resource planning. As a result, a large number of SaaS customers continue to experience the "429: engine is overloaded" exception. According to the dark side of the moon, after discovering the problem on March 20, it carried out five expansion efforts to carry out the continuous growth of users as much as possible.

Zou Debao said in an interview with a reporter from the "Daily Economic News" on the afternoon of the 22nd that Kimi has several directions if it wants to solve the problem of computing power. He introduced: " The first is computing power upgrading, which is the most direct way, by increasing the number and performance of servers, improving the overall computing power, including using higher configuration hardware, or adding more servers to share the load; the second is computing power optimization, which optimizes the algorithm used by Kimi, so that it can handle more user requests under the same computing power; the third is distributed computing, which uses distributed computing technology to distribute Kimi's computing power to multiple servers or data centers, thereby improving the overall processing capacity; and the fourth is the blessing of cloud computing resources, using cloud computing service providers (such as AWS). , Alibaba Cloud, etc.), which automatically adjusts the computing resources used according to the changes in the number of user requests, the fifth is load balancing, which distributes user requests to multiple servers for processing, the sixth is caching technology, and the seventh is user behavior prediction, which predicts the number of future requests, so as to adjust the computing resources in advance. ”

National Business Daily