↳ CAF WATCHER // CONTINUOUS PHYSICAL AUDIT LEDGER
Moonshot AI (Kimi) Grade B
Frontier long-context pioneer: navigating the physical KV cache memory wall and 2M+ token reasoning · Category: Asian AI Frontier
Executive Physical Feasibility & Delivery Audit
Institutional Baseline: Evaluated under the Compute Availability Factor (CAF v1.0) specification by Richie Adomako (Serpens Inc., ResearchGate ID 414150400). CAF evaluates stated accelerator capabilities against empirical physical reality (interconnection queues, electrical substations, liquid cooling heat transfer, and optical network fabrics). Missing public evidence is classified as unknown—it is never treated as zero capacity.
CAF INTERVAL
[0.18 – 0.34]
DELIVERY GAP SCORE
56 pts
OPERATING POWER
0.15 GW
vs 0.17 GW announced
EVIDENCE CONFIDENCE
MEDIUM (65%)
Physical Coupling Pillars (E, T, N, O)
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Power & Grid Substrate (E = [object Object]): 62/100. Relies primarily on cloud compute credits and tenant leasing through lead investor Alibaba Cloud, giving them access to renewable Zhangbei wind power.
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Thermal Dissipation & CDU Limits (T = [object Object]): 66/100. Benefits indirectly from Alibaba's world-class datacenter engineering in Hebei, which uses natural sub-zero air and liquid immersion.
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Cluster Topology & Optical Fabric (N = [object Object]): 74/100. Engineered sophisticated KV cache compression and ring-attention algorithms to distribute 2M-token context across server nodes without bottlenecking on RoCE networks.
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Silicon & Operational Availability (O = [object Object]): 54/100. Faces intense exposure to the global advanced packaging crunch and US export embargoes; cannot purchase cutting-edge Nvidia NVL72 silicon directly.
Attributable Public Evidence Ledger