The Overnight

The Overnight — 2026-09-29

Kimi K3 ships as Moonshot's flagship, Qwen-Audio tops the voice board

What China's AI world did while the West was asleep. · 2026-09-29

Share: Share on X LinkedIn

The Number

  • DeepSeek lists deepseek-v4-pro at $0.66/M input cache-miss off-peak, output $1.98/M, per its pricing docs as of 2026-09-28.
  • Alibaba's Qwen-Audio-3.1-TTS scores 1177 Elo, first on Artificial Analysis' Controlled Voice Arena, per 雷峰网 on 2026-09-28.
  • Honor's Magic9 ships with a 397B-parameter agent model built with Alibaba, priced from 3,999 yuan, per 智东西 on 2026-09-28.

Top of the Fold

  • Moonshot lists Kimi K3 as its flagship on the pricing page, adding a K3 series with 5-min and 1-hour cache tiers, per platform.moonshot.cn on 2026-09-28.
  • Alibaba's Qwen-Audio-3.1-TTS takes first on Artificial Analysis' voice board, its pitch being one voice carrying across languages and dialects, per 雷峰网 on 2026-09-28.
  • Geely takes a 30% stake in NIO Power via a 100% 易易互联 transfer plus 640M yuan cash, valuing the unit at 16B yuan post-money, per 雷峰网 on 2026-09-28.

Untranslated

  • An anonymous model called Space Bunny is topping OpenCode call volume and briefly hit #1 on OpenRouter, drawing over 100k views, though its identity stays circulating and unconfirmed, per 智东西 on 2026-09-28.
  • 枢途科技 closed a near-100M-yuan Pre-A led by 鼎晖百孚 and 鲲鹏基金, its third round in one month, funding tactile-sensing data for robot contact training, per 雷峰网 on 2026-09-28.
  • Ant Group's embodied-AI unit 蚂蚁灵波 signed a framework MoU with the Arab Federation for the Digital Economy to deploy its robot stack across the GCC, per 雷峰网 on 2026-09-28.
  • Honda reaffirmed Momenta as its sole high-level assisted-driving supplier, with rollout from 2027 models, leaving Huawei to cabin software only, per 雷峰网 on 2026-09-28.
  • Otherwise quiet across the Chinese community overnight.

The Backstory

  • SAIC reshuffled leadership at its Huawei-partnered 尚界 brand, moving GM 祝勇, who ran the Huawei tie-up and outlined the brand plan in August, to a gearbox-unit deputy post, per 雷峰网 on 2026-09-28.

The Kicker

  • A four-person team led by a Yau student wrote a full Lean formalization of the Poincaré conjecture at about 4.7M lines, roughly 2.7M of them drafted in the last two weeks with AI help, per 新智元 on 2026-09-28.