国产算力或再现里程碑事件，行业称这个国产科技巨头400亿锁定昇腾芯片

Group 1 - The core point of the article highlights that ByteDance's order for Ascend chips from Huawei is expected to exceed 40 billion yuan by 2026, a significant increase from nearly zero in 2025, marking a milestone in domestic computing power development [1] - The dual factors driving ByteDance's large-scale procurement include a significant computing power gap after the supply disruption from NVIDIA in April 2025 and explosive growth in the token usage of its AI applications, with daily token calls for the Doubao model exceeding 50 trillion by December 2025, reflecting a more than 200% increase in six months [1] - ByteDance's AI business has entered a phase of large-scale expansion, with daily active users of Doubao surpassing 100 million and API revenue expected to exceed 10 billion yuan in 2025, with projections of over 100 billion yuan in 2026, indicating nearly a tenfold growth [1] Group 2 - The procurement will bring multi-segment increments to ByteDance's supply chain, with over 40 billion yuan in chip purchases leading to massive procurement of hardware such as optical modules, liquid cooling, server cabinets, and electrical equipment, particularly doubling the power scale of AIDC cabinets, directly driving demand for related infrastructure [2] - The Huawei Ascend supply chain encompasses upstream wafer manufacturing (SMIC, Hua Hong Semiconductor), midstream AI chips (Huawei HiSilicon), server systems (Tuwei Information, Shenzhou Digital), server components (Zhongji Xuchuang, Yingweike), and downstream intelligent computing centers and internet companies, with ByteDance's procurement facilitating demand transmission from chips to end applications, thereby driving growth across the entire supply chain [2]