报道：字节计划2026年资本支出1600亿元，半数将投入AI芯片

Group 1 - ByteDance plans to increase capital expenditure to 160 billion RMB (approximately 23 billion USD) in 2026, up from 150 billion RMB this year, focusing on AI infrastructure development [1] - Approximately half of the capital will be allocated to purchasing advanced semiconductor chips for AI model and application development, with a budget of 85 billion RMB for AI processors in the coming year [1] - If granted permission to procure more advanced chips, ByteDance may significantly increase its capital expenditure, reflecting the competitive stance of Chinese tech companies in the AI sector [2] Group 2 - ByteDance is one of the largest AI infrastructure builders in China, striving to gain a leading position in the global AI competition, with its Doubao model dominating the consumer-facing AI application market [2] - According to QuestMobile, Doubao has become the highest AI application in China in terms of monthly active users and downloads, and the company is competing fiercely with Alibaba through its Volcano Engine cloud service [2] - Goldman Sachs analysts noted that ByteDance's AI services have become the most widely used platform in China, with daily token usage exceeding 30 trillion in October, compared to Google's 43 trillion during the same period [3]