ByteDance、2026年のAI支出を300億ドルに増額
ByteDanceは2026年のAIインフラ予算を2,000億元超に引き上げた。これは従来の1,600億元計画から25%の増加となる。
bytedance is raising its 2026 capital expenditure to over 200 billion yuan to fuel aggressive ai infrastructure expansion. this increased budget accounts for the rising price of memory chips and reflects a strategic pivot toward domestic chinese semiconductors to adhere to government regulations. the company is simultaneously broadening its global footprint through a $25 billion investment in thailand and a $1.2 billion finnish data center. although the spending represents a major commitment, it remains significantly lower than the $725 billion collective budget projected by us tech giants.