Overview

• ByteDance has ordered over 100,000 of Huawei's Ascend 910B AI chips but has only received 30,000 due to supply constraints.
• The company plans to use these chips primarily for less computationally intensive AI tasks, reducing reliance on NVIDIA hardware.
• U.S. export restrictions on advanced AI chips have pushed ByteDance to seek domestic alternatives and accelerate its own chip development.
• Despite Huawei's production challenges, ByteDance remains optimistic about using its AI solutions for future projects.
• ByteDance's spokesperson denied the development of a new AI model, but multiple sources indicate ongoing efforts to train a large-language AI model with Huawei chips.