字节跳动大采购英伟达H200 英业达沾光

Core Viewpoint - ByteDance plans to invest RMB 100 billion (approximately NT$ 44.82 billion) to purchase NVIDIA H200 chips by 2026, pending approval from the U.S. Department of Commerce, which could lead to significant business opportunities for Inventec in AI server manufacturing, potentially exceeding market expectations [1] Group 1: Investment Plans - ByteDance is set to invest RMB 100 billion in NVIDIA H200 chips by 2026 [1] - The investment is contingent upon receiving approval from the U.S. Department of Commerce [1] Group 2: AI Development - ByteDance is actively developing its own AI model, aiming for its chatbot "Doubao" to process over 50 trillion tokens daily by December 2025, a significant increase from 4 trillion tokens by December 2024 [1] - The president of ByteDance's cloud service division, Volcano Engine, revealed that over 100 enterprise clients are currently using more than 1 trillion tokens, indicating a high demand for computing power [1] Group 3: Market Expectations - The industry anticipates that Inventec may secure a substantial AI server manufacturing order this year, which could lead to better-than-expected performance [1]