According to reports, ByteDance is accelerating the development of its self-developed AI chip, codenamed "SeedChip," and is in talks with Samsung for manufacturing and supply, aiming to secure its own AI computing power. The chip mainly targets inference tasks and is planned to be mass-produced with at least 100,000 units this year, possibly increasing to 350,000 units in the future.
Although ByteDance stated that the information is "inaccurate," data shows that its AI procurement budget this year has exceeded 16 billion yuan, with half still used to purchase NVIDIA chips. This move reflects the extremely high demand for inference computing power when advancing large models like Seedance2.0. By developing its own chips, ByteDance aims to secure key supplies, cope with computing peaks, and reduce reliance on a single supply chain.
Samsung, with its advanced manufacturing and storage technologies, has become an important potential partner for ByteDance to achieve "self-sufficient computing power." With the explosive growth in demand for AI video generation, this underlying computing power competition has become a key factor in determining model competitiveness.
