Local MoE Adoption

The new caching layer materially improves local and small-cluster inference for open-weight mixture-of-experts models. Developers, researchers, and some enterprises shift more experimentation away from API-only services toward local deployment, reinforcing the open-weights trend started by DeepSeek, Mistral, Kimi, and llama.cpp.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.