As Huawei stumbles, ByteDance quietly rewrites China’s AI cloud order

Seres turns to ByteDance’s Doubao as it trims dependence on Huawei

After collaborating on embodied intelligence, ByteDance’s Volcano Engine and Seres are now jointly working to integrate the Doubao large model into vehicle systems, according to 36Kr. The project is currently in its R&D phase. The Doubao product family, part of ByteDance’s expanding suite of artificial intelligence offerings, is among China’s largest AI-native consumer applications by user base. In this partnership, Seres is developing the vehic…

As Huawei stumbles, ByteDance quietly rewrites China’s AI cloud order

Huawei Cloud CEO Zhang Ping'an and several top executives were recently demoted and had their salaries reduced, officially due to "performance falsification." The punishment, however, reflects a broader shift in the AI era: the inseparable link between large models, AI applications, and AI infrastructure. ByteDance's Volcengine has emerged as a key disruptor representing this integrated vision in China's cloud ecosystem.