Among them, the most important incremental value comes
Posted: Tue Feb 18, 2025 4:12 am
According to media reports, ByteDance is launching an unprecedented wave of data center infrastructure construction. By , capital expenditure will double to RMB 160 billion, of which RMB 90 billion will be used for purchasing AI computing power and RMB 70 billion will be invested in data center infrastructure construction and supporting hardware. Although there are international political obstacles in obtaining advanced graphics cards, ByteDance's chip exports include acceleration products from domestic chip manufacturers such as Cambrian, Haiguang Information, and Ascend.
At the same time, AI products connected to Doubao have the potential to be widely used in education, medical care, entertainment and other fields in the future, becoming a powerful engine to promote AI terminals. Cooperating companies are expected to usher in huge growth opportunities.
Secondly, as the implementation of AI applications becomes the main hong kong phone number list snarrative direction, parts supply chain companies will also benefit from the rapid growth in terminal product sales. from the iteration of the system integrated chip SOC, which must adapt to the computing power requirements of the endside model. For example, in the wearable field, the original digital chips required fast connection and low power consumption, while the focus in the future will be on multimodal processing capabilities, such as the visual processing capabilities of AR glasses. It is also worth paying attention to whether domestic manufacturers that deploy edge chips can achieve breakthroughs.
At the same time, AI products connected to Doubao have the potential to be widely used in education, medical care, entertainment and other fields in the future, becoming a powerful engine to promote AI terminals. Cooperating companies are expected to usher in huge growth opportunities.
Secondly, as the implementation of AI applications becomes the main hong kong phone number list snarrative direction, parts supply chain companies will also benefit from the rapid growth in terminal product sales. from the iteration of the system integrated chip SOC, which must adapt to the computing power requirements of the endside model. For example, in the wearable field, the original digital chips required fast connection and low power consumption, while the focus in the future will be on multimodal processing capabilities, such as the visual processing capabilities of AR glasses. It is also worth paying attention to whether domestic manufacturers that deploy edge chips can achieve breakthroughs.