Core Insights - ByteDance is expected to purchase over 40 billion yuan worth of Ascend chips from Huawei in 2026, a significant increase from nearly zero in 2025 [1] - The first batch of chips is set to be delivered soon, with a scale reaching tens of billions, marking a milestone in domestic computing power development [1] - The increase in procurement is driven by two main factors: the supply gap following NVIDIA's H20 supply cut in April 2025 and the explosive growth in token usage for its cloud computing service Volcano Engine and AI application Doubao [1] Company and Industry Summary - ByteDance is accelerating its deep cooperation with Huawei to address the anticipated computing power shortage [1] - The shift towards domestic chip procurement reflects a strategic response to external supply chain disruptions and increasing demand for AI and cloud services [1]
传字节跳动2026年从华为采购昇腾芯片，订单总额或超400亿元
Xin Lang Cai Jing·2025-12-28 10:19