BYTEDANCE

About ByteDance

Chinese technology company behind TikTok. Developing AI models and competing in generative AI.

Recent News about ByteDance

• China’s CAICT says public‑cloud large‑model usage jumped 16× as AI core industry heads past 1.2 trillion yuan

  China’s Academy of Information and Communications Technology (CAICT) estimates that in 2025, calls to public‑cloud large language models exceeded 20 quadrillion tokens, up roughly 16× year‑on‑year, with ByteDance’s Volcano Engine alone seeing a 250× surge in daily token usage since April 2024. ([companies.caixin.com](https://companies.caixin.com/2025-12-15/102393332.html)) CAICT projects that China’s “core” AI industry will surpass 1.2 trillion yuan (~US$170 billion) in 2025, growing nearly 30%, driven in part by rapid adoption of large models in manufacturing, where their share of application cases has risen from 19.9% to 25.9%. ([companies.caixin.com](https://companies.caixin.com/2025-12-15/102393332.html)) The report frames 2025 as a turning point where AI shifts from pure R&D into large‑scale industrial deployment, with 27 specialized data‑collection sites already built nationwide to support embodied‑intelligence training. ([companies.caixin.com](https://companies.caixin.com/2025-12-15/102393332.html)) For global AI players, the numbers underscore how aggressively Chinese cloud providers are scaling inference workloads and point to a home market that could rival the U.S. in sheer usage volume over the next few years.

  Source: Caixin2025-12-14T23:14:01.000Z

• ITHome’s Dec 14 tech briefing spotlights Apple’s latest security patches and ByteDance Doubao’s privacy clarification

  Chinese tech outlet ITHome published its Dec 14 “Last Night & This Morning” briefing with several items tied to AI product safety and trust. The briefing highlights Apple’s newest OS updates, emphasizing a batch of security fixes—an increasingly important theme as on-device AI features expand the attack surface (e.g., browser engines and content parsing become higher-value targets). It also flags ByteDance’s Doubao phone assistant issuing a technical clarification that it relies on the operating system’s native screenshot interface and cannot capture protected elements like banking secure keyboards—an explicit attempt to reassure users that “agentic” assistants aren’t quietly exfiltrating sensitive data. The takeaway is that the consumer AI race is now as much about security posture and privacy guarantees as it is about model capability, because distribution at phone scale amplifies both utility and risk. While the briefing format is a roundup, these two items reflect a broader industry shift toward shipping AI features with more visible security messaging and tighter OS-level guardrails.

  Source: IT之家 (ITHome)2025-12-14T00:19:21.000Z

• Nvidia weighs increasing H200 AI chip output as China demand surges after U.S. export green light

  Nvidia is evaluating adding production capacity for its H200 AI chips to meet heavy interest from Chinese customers after the U.S. said exports could proceed under a fee structure. The story matters because it shows how quickly demand can rebound when policy constraints loosen—even partially—and how supply planning becomes a geopolitical decision, not just an operations one. It also highlights a second-order constraint: advanced foundry capacity (notably at TSMC) is finite, and Nvidia is balancing current-gen demand (H200) against ramping its newest lines. If Beijing adds conditions (e.g., bundling domestic chips), the “AI chips into China” channel could morph into an industrial-policy lever rather than a straightforward sale.

  Source: Reuters2025-12-12T13:00:00.000Z

• ByteDance and Alibaba line up orders for Nvidia's H200 AI chips after U.S. export shift

  Chinese tech giants ByteDance and Alibaba have approached Nvidia about purchasing its powerful H200 AI accelerators after U.S. President Donald Trump said the Taiwan-made chips could be exported to China, potentially giving Chinese firms access to hardware nearly six times as powerful as the previously allowed H20. Beijing has yet to clarify how widely it will permit imports of H200, and officials may require case-by-case reviews, leaving ByteDance, Alibaba and other Chinese AI players balancing their dependence on Nvidia hardware against domestic pressure to adopt homegrown chips from Huawei and Cambricon.([reuters.com](https://www.reuters.com/business/autos-transportation/bytedance-alibaba-keen-order-nvidia-h200-chips-after-trump-green-light-sources-2025-12-10/))

  Source: Reuters2025-12-10T15:42:00.000Z

• Chinese apps move to block ByteDance’s Doubao AI phone assistant, prompting feature rollback

  Several major Chinese apps, including WeChat, Alibaba’s Taobao ecosystem, Alipay and multiple banking and gaming apps, have begun restricting or blocking logins from phones running ByteDance’s deeply integrated Doubao AI assistant, citing security and misuse concerns around its cross‑app automation features. In response, the Doubao team issued a statement saying it will temporarily curtail AI control in incentive, financial and certain gaming scenarios, while industry commentators warn that AI-driven "phone automation" could upend existing mobile app business models and trigger a broader technical and policy battle over AI’s role on smartphones.

  Source: 快科技 (MyDrivers)2025-12-06T02:30:15.000Z

• The AI frenzy is driving a memory chip supply crisis

  Reuters reports that an acute global shortage of memory chips is emerging as tech giants race to build AI data centers, diverting capacity into high-bandwidth memory for GPUs and away from traditional DRAM and flash used in consumer devices. Major AI players including Microsoft, Google, ByteDance, OpenAI, Amazon, Meta, Alibaba and Tencent are scrambling to secure supply from Samsung, SK Hynix and Micron, with SK Hynix warning the shortfall could last through late 2027, potentially delaying AI infrastructure projects and adding inflationary pressure worldwide.

  Source: Reuters2025-12-03T03:15:00.000Z

• Chinese tech giants train AI models overseas to access Nvidia chips amid U.S. curbs

  Major Chinese firms including Alibaba and ByteDance are training their latest large language models in Southeast Asian data centers to access Nvidia chips and navigate U.S. export restrictions, according to the Financial Times reporting cited by Reuters. DeepSeek is cited as an exception, training domestically, while Huawei is said to be collaborating on next‑gen Chinese AI chips. ([reuters.com](https://www.reuters.com/world/china/chinas-tech-giants-move-ai-model-training-overseas-tap-nvidia-chips-ft-reports-2025-11-27/))

  Source: Reuters2025-11-27T10:28:00.000Z