ByteDance is increasing its investment in AI, with projected expenditures reaching 160 billion yuan by 2026.

ByteDance plans to significantly increase its investment in AI in 2026, with expected expenditures reaching 160 billion yuan, approximately half of which will be used to purchase advanced semiconductors. This move indicates that ByteDance's AI strategy has entered a phase of heavy asset investment and long-term commitment. Although there remains uncertainty regarding the supply of Nvidia chips to Chinese companies, ByteDance has expressed a strong willingness to purchase them following the recent easing of some restrictions in the United States.