ByteDance in talks to buy AI chips from Iluvatar CoreX and Baidu as Nvidia loses ground in China.
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ByteDance in talks to buy AI chips from Iluvatar CoreX and Baidu as Nvidia loses ground in China. ByteDance is in talks with Chinese chipmakers as Nvidia loses ground in China's AI market. ByteDance, the Company behind TikTok, is negotiating chip supply deals with two Chinese semiconductor companies. The company is in talks with Shanghai-based GPU startup Iluvatar CoreX and Baidu's chip unit Kunlunxin. The move signals a wider shift away from Nvidia hardware among China's biggest tech firms. Two sources familiar with the matter confirmed the talks to Reuters. Both sources declined to be named because the discussions remain private. ByteDance, Iluvatar CoreX, Baidu, and Tencent did not respond to requests for comment. ByteDance turns to Iluvatar CoreX for inference chips. If a deal is reached, Iluvatar CoreX will become ByteDance's third major domestic GPU supplier. It will join Huawei and Cambricon on that list. The chips under discussion target inference workloads, which are tasks that involve responding to user queries in real time. Iluvatar CoreX is expected to ship at least 50,000 chips to ByteDance this year. Most of those chips will support tasks tied to ByteDance's AI chatbot Doubao. ByteDance is working to grow Doubao's user base across China. Inference workloads differ from AI model training. Training requires the most powerful processors available. Inference...
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