ByteDance

Someone posted the proof yesterday and it's been sitting with me since. Higgsfield's new Genjutsu Lite model, going by screenshots of their own API docs, is Alibaba's Wan 3.0 wearing a different name. Genjutsu is Seedance 2.5. Same…

Wild. Why we can't get cheap NVIDIA cards. https://t.co/frFkm8HW3A

This is absolutely INSANE and another example of just how EXTREME demand for AI compute has become. According to Reuters, China's three largest technology companies, ByteDance, $BABA, and Tencent, have reportedly placed more than $35B in…

ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders US-based chipmaker Nvidia has told customers and partners it cannot guarantee that it can fill the ‌orders because demand from Chinese technology companies far…

IDC's estimate on China's AI accelerator mkt in Chinese AI Data Center in 2026H1: Take this for what you will, but it estimates 2m total chip & 33.8% for Nvidia & 28.5% for HW. Some # here look very questionable to me like Alibaba T-Head.…

I think Gavin's correct. Open-weight models that compress frontier margins are positive for AI infra -- they don't shrink demand for compute. An example is after Deepseek R1, Tencent, Alibaba and Bytedance *significantly* increased H20…

‘No Grass Growing Under Their Feet’ in China AI. ByteDance, Huawei & Manus. ARD #165 …ByteDance matches Meta’s revenue at a third the value. Huawei ramps AI chips. Manus raises more. $META $NVDA Full writeup and source links:…

‘No Grass Growing Under Their Feet’ in China AI. ByteDance, Huawei & Manus. ARD #165 AI Ramblings Daily podcast #165 on AI-RTZ $META $NVDA YouTube link with source notes: https://t.co/hr4XMjierP

Welcome to 2nd generation of Doubao Phone w/ ZTE's Nubia brand's NaviX ByteDance came out w/ updated Doubao 2.1 as part of this release. Promises to allow you to be productive w/ work & life from just talking to it. Maybe this is the key…

"Everything AI has achieved so far is but a drop in the ocean." That's page one of a 75-page paper called "The Last AI Built by Humans," from 30+ researchers at ByteDance, Tsinghua, Shanghai AI Lab and six other institutions. The paper…

When trying to forecast where LLMs are going in China, it's important to hear what supply chain is saying. Today, HW said that 10T param models will be baseline for LLMs in near future. As such, 100k+ card clusters formed by supernode will…

Zai & Moonshot need to speed up their releases. DeepSeek took a while to get this top notch V4 architecture up & their CPT & post training pipeline since then has been great. Ppl like me will move exclusively to DS if it's this much…

British chip designer Arm Holdings has secured Lenovo Group and ByteDance's cloud computing unit Volcengine as the first Chinese customers for its newly developed artificial intelligence server chips. https://t.co/pJZIYTsyvm

Alibaba’s AI ‘employees’ can now work in ByteDance, Tencent apps https://t.co/I1jL52AQ4V

ByteDance alone is building 5-6 GW AIDC in Ulanqab. This increases AIDC capacity there by 40 to 50% Cost 800-960B RMB, so 160B RMB per GW or $22B. BD is battling Ali & Tencent for consumer app & work place app. Its oversea capex is…

🇨🇳 DeepSeek is reportedly preparing for an IPO on Shanghai’s STAR Market, with CITIC Securities hired to begin the listing process before the end of the year. The Hangzhou-based AI startup is raising new funding at a potential $75…

🇫🇮 @Google announced a $15.1 billion investment in AI infrastructure in Finland over the next two years, its largest single investment in Europe ever. Finland has become a hotspot for data centers thanks to its cold climate (cheap…

🇫🇮 Google announced a $15.1 billion investment in AI infrastructure in Finland over the next two years, its largest single investment in Europe ever. Finland has become a hotspot for data centers thanks to its cold climate (cheap…

ByteDance Gets $29.6 Billion Loan to Fuel AI Ambitions https://t.co/VKkYRrStIm

"China's four major cloud service providers (CSPs), Baidu, Alibaba, Tencent, and ByteDance, are strongly requesting Long-Term Agreements (LTAs) from Samsung Electronics and SK Hynix" 👀👀👀 $DRAM $DISK $MU $EWY https://t.co/cQ8WTpKlQn

And then DeepSeek, Moonshot, Zhipu, Alibaba...then Tencent, Bytedance, Minimax, Xiaomi.... https://t.co/QlG3ehFkDq

ByteDance readying an AI model geared for real-time spatial video generation, taking on Meta and Google Zhang Yiming personally overseeing the development of a new model slated for launch as soon as next month Well, they do have a lot of…

CXMT officially reports the start of its LPDDR6 production. 12800 Mbps top transmission speed 20% lower power consumption than LPDDR5X Comes only in 16 GB config - so just for premium phones so far It confirmed also Alicloud, ByteDance,…

ByteDance to expand massive AI data centre cluster in Inner Mongolia: source https://t.co/zQ7uuDnP6k

The harness is becoming the moat, not the model. A year ago the primary question was "which model?" The pattern I keep seeing now is that teams with the same underlying model get wildly different results, and the difference lives in the…