ByteDance Plans Massive AI Chip Spending as Demand Explodes
字节跳动计划在需求激增时大规模支出人工智能芯片
ByteDance plans to spend about 100 billion yuan (US$14 billion) on Nvidia artificial intelligence chips in 2026, up from roughly 85 billion yuan in 2025, according to sources. The investment depends on whether Nvidia is permitted to sell its H200 graphics processing units in China. The move is part of ByteDance’s ambitious AI capital spending plan, as demand for computing power surges. Valued at around US$500 billion, the Beijing-based company has also built a sizeable in-house chip design team of about 1,000 staff. Its internal unit has taped out a processor with performance comparable to Nvidia’s China-focused H20 chip, but at a lower cost, reflecting broader efforts by Chinese firms to secure chip supply.
消息人士称，字节跳动计划在2026年斥资约1000亿元人民币（140亿美元）采购英伟达的人工智能芯片，高于2025年的约850亿元，前提是英伟达获准向中国销售其H200图形处理器。这一投资是字节跳动雄心勃勃的AI资本支出计划的一部分，反映出算力需求的快速增长。该公司估值约5000亿美元，总部位于北京，并已组建约1000人的内部芯片设计团队。其自研芯片已完成流片，性能接近英伟达为中国市场定制的H20芯片，但成本更低，体现了中国科技企业加强芯片自主可控的努力。
