The technical architecture of Kimi K3 and DeepSeek V4-Pro is driving a shift toward tiered data assets, increasing the importance of DRAM as a warm-cache layer and NAND for large-scale historical session storage. Despite DeepSeek reducing its KV cache to 10% of previous versions, channel checks indicate that NAND usage has actually increased in real-world deployments due to higher offload ratios. Moonshot recommends deploying the 2.8T parameter Kimi K3 on high-bandwidth supernodes with at least 64 accelerators, maintaining high demand for HBM, GPUs, and scale-up networking.