As ByteDance spends billions on AI, which Chinese chip start-ups stand to gain? (opens original article in a new tab)

As ByteDance accelerates its shift to domestic chips for AI workloads, Chinese tier-two chipmakers may benefit from potential orders.

• ByteDance is shifting to domestic chips for AI workloads due to regulatory hurdles on Nvidia
• Tier-two Chinese chipmakers like Biren Technology and Iluvatar CoreX may benefit from ByteDance's cloud infrastructure needs
• ByteDance purchased AI processors from Iluvatar at a favorable price according to sources
• ByteDance is in talks with other domestic chipmakers for potential orders