Public Event Detail
Nvidia's China Woes Deepen As TikTok Parent ByteDance Eyes AI Chips From Iluvatar CoreX, Baidu: Report
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Event summary
TikTok's parent company, ByteDance, is reportedly negotiating with Iluvatar CoreX and Baidu Inc. for AI chips, with Iluvatar CoreX expected to supply at least 50,000 chips for ByteDance's Doubao chatbot this year. This move aligns with Beijing's push for self-reliance in advanced chip technology and highlights the growing success of Chinese chipmakers in providing alternatives to foreign AI chips, challenging NVIDIA's market dominance in China due to U.S. export restrictions. Despite NVIDIA marketing its new Vera AI data-center CPU to Chinese customers, CEO Jensen Huang acknowledges that the company has largely conceded the Chinese AI chip market to domestic competitors like Huawei.