# Bytedance > Markdown twin of https://roboterminal.app/companies/bytedance · https://roboterminal.app/companies/bytedance.md ## On shared sources - [NVIDIA](https://roboterminal.app/companies/nvidia) (8) - [Tencent](https://roboterminal.app/companies/tencent) (8) - [Alibaba](https://roboterminal.app/companies/alibaba) (7) - [Google](https://roboterminal.app/companies/google) (5) - [DeepSeek](https://roboterminal.app/companies/deepseek) (4) - [OpenAI](https://roboterminal.app/companies/openai) (4) - [Anthropic](https://roboterminal.app/companies/anthropic) (3) - [Meta](https://roboterminal.app/companies/meta) (3) - [Alibaba Group](https://roboterminal.app/companies/alibaba-group) (2) - [Baidu](https://roboterminal.app/companies/baidu) (2) - [Huawei](https://roboterminal.app/companies/huawei) (2) - [Lenovo](https://roboterminal.app/companies/lenovo) (2) - [Manus](https://roboterminal.app/companies/manus) (2) - [Microsoft](https://roboterminal.app/companies/microsoft) (2) - [Moonshot AI](https://roboterminal.app/companies/moonshot-ai) (2) - [Zai](https://roboterminal.app/companies/zai) (2) - [Adobe](https://roboterminal.app/companies/adobe) (1) - [Alicloud](https://roboterminal.app/companies/alicloud) (1) - [Arm](https://roboterminal.app/companies/arm) (1) - [Biren](https://roboterminal.app/companies/biren) (1) - [Cambricon](https://roboterminal.app/companies/cambricon) (1) - [Citic Securities](https://roboterminal.app/companies/citic-securities) (1) - [CXMT](https://roboterminal.app/companies/cxmt) (1) - [Fable](https://roboterminal.app/companies/fable) (1) - [Samsung](https://roboterminal.app/companies/samsung) (1) - [Shanghai Ai Lab](https://roboterminal.app/companies/shanghai-ai-lab) (1) - [Xiaomi](https://roboterminal.app/companies/xiaomi) (1) - [ZTE](https://roboterminal.app/companies/zte) (1) ## Pulse - [@stretchcloud on X](https://x.com/stretchcloud/status/2113253286102855743) 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.… - [@Scobleizer on X](https://x.com/Scobleizer/status/2112767094593044583) Wild. Why we can't get cheap NVIDIA cards. https://t.co/frFkm8HW3A - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112552393057746982) 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, hav… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112517865161007384) 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… - [@tphuang on X](https://x.com/tphuang/status/2110007616709501382) 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 q… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2109319657379279247) 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 Byte… - [@MParekh on X](https://x.com/MParekh/status/2100677544273993776) ‘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 … - [@MParekh on X](https://x.com/MParekh/status/2100663338904535042) ‘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 - [@tphuang on X](https://x.com/tphuang/status/2100228173589868896) 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… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2099899065471279150) "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 an… - [@tphuang on X](https://x.com/tphuang/status/2099862836855886249) 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+… - [@tphuang on X](https://x.com/tphuang/status/2098052210433134759) 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 exc… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2098036359608865114) 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.… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097880778977816852) Alibaba’s AI ‘employees’ can now work in ByteDance, Tencent apps https://t.co/I1jL52AQ4V - [@tphuang on X](https://x.com/tphuang/status/2097845934721826843) 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 … - [@Newsforce on X](https://x.com/Newsforce/status/2097592089819463706) 🇨🇳 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 raisin… - [@Newsforce on X](https://x.com/Newsforce/status/2097589124861440054) 🇫🇮 @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 t… - [@Newsforce on X](https://x.com/Newsforce/status/2097588923778121756) 🇫🇮 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 th… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097315505824530888) ByteDance Gets $29.6 Billion Loan to Fuel AI Ambitions https://t.co/VKkYRrStIm - [@pequityresearch on X](https://x.com/pequityresearch/status/2097107572100620524) "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 $DIS… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2096990137754194026) 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 n… - [@tphuang on X](https://x.com/tphuang/status/2096953419768684784) 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… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095693566647341087) ByteDance to expand massive AI data centre cluster in Inner Mongolia: source https://t.co/zQ7uuDnP6k - [@stretchcloud on X](https://x.com/stretchcloud/status/2095344530312601655) 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 resu… --- Source: Roboterminal · https://roboterminal.app/companies/bytedance.md