4 sources healthy · latest episode 9 Nov 2026
descriptive claim

The speaker estimates that leading Chinese AI labs have at most roughly 100–200 megawatts of compute in total, except for ByteDance Seed, which has significantly more; Kimi is not close to a gigawatt of compute.

Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026

In their words

The transcript segments this claim was taken from

“The leading Chinese labs have 100,”
“200 megawatts total of compute at most,”
“ByteDance seed.”
“seed being the one outlier where they have significantly more than that but you know Kimmy is not running you know a gigawatt or anywhere close to it”
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