You would need to demonstrate an impact for a line item that big. A 3k person org at $200/seat would be >$7mill/year. That places you very well into self hosting Kimi K3 territory and the never having: price hikes, dependency on a 3rd party, etc.

AMD would love to come by and plop one of these into your datacenters: https://www.amd.com/en/products/accelerators/instinct/mi400..... Also, in a few generation, there will be a massive glut of used hardware.

Unless frontier labs can surpass the current models significantly I don't know why I would pay them money instead of hosting K3.