The Overnight

The Overnight — 2026-10-13

Infra money floods in, GLM runs at 490 tokens/s

What China's AI world did while the West was asleep. · 2026-10-13

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The Number

  • DeepSeek V4-Pro now runs $0.66/M input at off-peak cache-miss, with cache-hit input at $0.003/M, per DeepSeek's docs as of 2026-10-12.
  • GLM-5.3-flash sits at $0.0232/M prompt on OpenRouter, the cheapest China-lab flash tier listed, per OpenRouter as of 2026-10-12.
  • Qwen3.8-max lists at 12 yuan/M input with a 1M-token free allowance in Beijing only, per Alibaba DashScope pricing as of 2026-10-12.

Top of the Fold

  • Infinigence (无问芯穹) closes a 2.3B-yuan C round, the largest domestic AI-Infra raise to date, lifting its total to 4.3B as it preps an IPO, per 智东西.
  • Shanghai's MOSI (模思智能) takes over 1B yuan Pre-A led by Huakong, its second raise this year, to fund full-modal real-time interaction, per 智东西.
  • Zhipu quietly opens GLM-5.3 HighSpeed to random ZCode subscribers at a tested 490 tokens/s, several times its 70.84 tokens/s standard API, per 智东西.

Untranslated

  • Shanghai AI Lab's Harness-of-Harness lets an agent build an FPS game from scratch in 5 days with no human touching code, a self-directed-engineering claim worth verifying, per PaperWeekly (preprint).
  • Huawei's RSI agent clears 25 games including a 21:0 run, using 56% fewer actions than humans and dropping the LLM call entirely late-game, company-stated per 量子位.
  • A Qwen3-VL-backed reward model trains with zero human preference labels, scoring web captions above perturbed copies, circulating as a China-lab result on arXiv (preprint).
  • Over 40,000 ICLR submissions are being traded like stocks in a Chinese researcher game, buying papers long or short on acceptance odds, circulating per PaperWeekly.

The Backstory

  • MOSI traces to Fudan professor 邱锡鹏's OpenMOSS team, which shipped China's first ChatGPT-style open model MOSS in February 2023, now reborn as a funded startup, per 智东西.

The Kicker

  • REA (Reverse Engineer Anything) jumped from under 10,000 GitHub stars on Oct 6 to over 110,000 by Oct 12, mostly because people wanted Halo and GTA5 running in a browser tab, per 极客公园.