报道：字节计划2026年资本支出1600亿元，半数将投入AI芯片

Core Viewpoint - ByteDance plans to increase its capital expenditure to 160 billion RMB (approximately 23 billion USD) in 2026, focusing on AI infrastructure development, particularly in advanced semiconductor chip procurement for AI model and application development [2][3]. Group 1: Investment Plans - ByteDance's capital expenditure for 2026 is set to rise from 150 billion RMB this year to 160 billion RMB, with a significant portion allocated for AI infrastructure [2]. - Approximately half of the planned investment will be directed towards purchasing advanced semiconductor chips, with an estimated 85 billion RMB earmarked for AI processors in the upcoming year [2]. Group 2: Competitive Landscape - ByteDance is positioning itself as a leading player in the global AI competition, with its Doubao model dominating the consumer-facing AI application sector in China [4]. - The company has seen a substantial increase in daily token usage, exceeding 30 trillion times in October, compared to Google's 43 trillion times during the same period [4]. - ByteDance's flexibility as a non-public company allows it to make aggressive investments and long-term strategic moves in the AI sector, distinguishing it from other major Chinese tech firms like Alibaba and Tencent [4]. Group 3: Market Context - The planned investment reflects the proactive stance of Chinese tech companies in the AI competition, although it remains significantly lower than the combined 300 billion USD spent by major US tech giants like Microsoft, Alphabet, Amazon, and Meta on AI data center construction this year [3].