Nvidia gets a large AI chip order from ByteDance worth about $14 billion

Reports say ByteDance plans to spend about ¥100 billion (around $14 billion) on Nvidia AI chips in 2026 if sales are allowed in China. The move is part of ByteDance's wider increase in AI investment.

Nvidia is finishing the year with a notable report about AI chip demand. Media coverage says ByteDance plans to increase purchases of Nvidia AI chips to about ¥100 billion (roughly $14 billion) in 2026 if Nvidia is allowed to sell H200 GPUs in China. ByteDance is expanding its AI efforts and has been growing an internal chip design team. The company also plans broader AI spending for 2026. What was reported: - ByteDance reportedly expects to spend around ¥100 billion ($14 billion) on Nvidia AI chips in 2026, up from about ¥85 billion in 2025 (reported by the South China Morning Post). - The purchases are reported to depend on Beijing allowing Nvidia to sell H200 GPUs in China. - ByteDance has built an in-house chip design team of about 1,000 employees and is developing a processor with similar performance to a China-focused Nvidia chip. - The company is also reported to be investing in memory technologies and plans larger total AI spending in 2026. Summary: The reported spending would be a meaningful boost for Nvidia and reflects rising demand for AI computing capacity. Undetermined at this time.