🇨🇳TIKTOK-OWNER #BYTEDANCE PLANS TO SPEND $12BN ON #AI CHIPS IN 2025 - FT.
ByteDance plans to spend over $12 billion in 2025 on AI infrastructure, with $5.5 billion for Chinese AI chips and $6.8 billion for overseas AI model training.

The company sources chips from Chinese suppliers like #Huawei and #Cambricon and purchases #Nvidia’s export-controlled chips to enhance its AI capabilities.
These investments aim to strengthen its foundation models and expand AI integration across its platforms.

Geopolitical challenges, including U.S. export controls and calls to divest TikTok’s U.S. operations, complicate ByteDance’s plans. New U.S. rules restricting chip rentals further constrain access to advanced Nvidia chips.

Despite these obstacles, ByteDance continues to build AI infrastructure in Southeast Asia and remains a key Nvidia client in China.

ByteDance’s AI chatbot, Doubao, has become China’s most popular AI application, with 71 million monthly users. The company competes with rivals like Baidu, Alibaba, and Tencent in generative AI while navigating uncertainties around future chip access and U.S. regulatory pressures. $BIDU $TCEHY $NVDA
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#BYTEDANCE #AI