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Sources reveal that the total order value for Ascend chips, which ByteDance intends to buy from Huawei in 2026, could surpass 40 billion yuan. In stark contrast, this value hovered near zero in 2025. The delivery of the first batch of chips, valued at tens of billions of yuan, is on the verge of commencing, heralding a significant leap in the advancement of domestic computing power. ByteDance's decision to ramp up its acquisition of domestic computing resources is driven by the computing power deficit that emerged following the discontinuation of NVIDIA H20 chip supplies in April 2025. Additionally, the explosive expansion of its cloud computing business and the soaring utilization of AI application Tokens have further spurred ByteDance to deepen its collaboration with Huawei. Sina Technology has contacted ByteDance for confirmation but has yet to receive a reply.
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