H: No major US cloud provider (AWS, Azure, GCP) will announce Kimi K3 support within 90 days of launch

Kimi K3's 1.56T parameters require 2x B200 nodes for inference, making it extremely expensive to serve. US hyperscalers are already saturated with competitive models from OpenAI, Anthropic, and Meta (Llama 4). Geopolitical tensions between US and China make partnerships with Chinese AI companies politically risky. The declining sentiment trajectory suggests developer interest is waning before any enterprise adoption cycle could begin.