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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
ByteDance is weighing up to $70B in 2026 AI capex, per Bloomberg-cited reports.
SCMP-cited posts say ~$29.4B, up at least 25%; Qualcomm chip supply is reportedly in play. $70B is an internal ceiling, not final.
Why it matters: China’s AI infrastructure race is accelerating. #AI #ByteDance
2026-05-27T10:40:38.773Z