US EditionTikTok Parent Plans $14 Billion Nvidia Buying Spree - NVIDIA (NASDAQ:NVDA)
ByteDance aims to boost AI capacity by spending 100 billion yuan on Nvidia H200 chips in 2026, pending Chinese regulatory approval, Reuters reported.
- On Wednesday, ByteDance will earmark about 100 billion yuan for H200 GPUs in 2026 as part of its ambitious AI capital spending plan.
- Rising demand across TikTok, Douyin, Volcano Engine cloud and ByteDance's AI models fuels chip spending, but purchases depend on Chinese regulators green-lighting H200 imports, which Beijing has yet to approve.
- Reports of orders and production requests show tight H200 supply versus demand as Chinese companies ordered more than 2 million chips in 2026, triple Nvidia inventory of 700,000, prompting Nvidia to ask TSMC to boost output.
- Interest from Alibaba Group Holding Ltd. and ByteDance signals big commercial demand, with Reuters estimating H200 sales at around $27,000 apiece could add more than $54 billion to Nvidia revenues if realized, pending approval by Chinese regulators.
- The company combines in-house chip design with investments in memory technologies, advancing a China-tailored processor matching Nvidia's H20 and employing around 1,000 staff in ByteDance's chip unit.
10 Articles
10 Articles
ByteDance Plans $14 Billion Nvidia H200 AI Chip Buying Spree As Computing Demand Soars
ByteDance Plans $14 Billion Nvidia H200 AI Chip Buying Spree As Computing Demand Soars ByteDance plans to purchase 100 billion yuan ($14 billion) in AI chips in 2026, up from 85 billion yuan in 2025, with the bulk of spending directed toward Nvidia hardware, according to the South China Morning Post. The plan hinges on Beijing approving sales of Nvidia’s H200 GPUs in China. If approval is granted, Nvidia would need to scale up production of the …
ByteDance to spend about $14 billion in Nvidia chips in 2026, SCMP reports
Dec 31 (Reuters) – ByteDance plans to spend about 100 billion yuan ($14.29 billion) on artificial intelligence chips from Nvidia in 2026, a hefty increase from roughly 85 billion yuan in 2025, if the U.S. company is allowed to sell its H200 graphic processing units in China, the South China Morning Post reported on Wednesday. Reuters could not immediately verify the report. ($1 = 6.9961 Chinese yuan renminbi) (Reporting by Gnanesh…
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