Introducing the SemiAnalysis China Datacenter Model Everlyn, Dylan Patel, Patrick Schaabi September 25, 2026 China sits at the frontier of the global model race. GLM 5.3 and Kimi K3 are the latest in a run of striking open-weights releases. ByteDance's Doubao serves 345M monthly users as China's ChatGPT, and Seedance is the State-Of-The-Art video generation model. 中国处于全球模型竞赛的前沿。GLM 5.3 和 Kimi K3 是一系列引人注目的开放权重发布中的 最新成果。字节跳动的豆包作为中国的 ChatGPT，月活用户达 3.45 亿，而 Seedance 是最 先进的视频生成模型。 Every one of those models runs ...