Overview

• ByteDance is reportedly working on two AI GPUs for training and inference, set to enter mass production by 2026.
• The AI chips will be produced using TSMC's advanced 5nm process technology.
• Despite recent denials, ByteDance's move aims to lessen dependence on NVIDIA due to high costs and supply shortages.
• ByteDance has invested over $2 billion in NVIDIA AI GPUs this year, with many units yet to be delivered.
• The company faces the challenge of developing a compatible software stack for its new AI hardware.