Bytedance

• ByteDance ha annunciato un aumento del 25% della spesa per l'infrastruttura di intelligenza artificiale per il 2026, come parte di una importante spinta strategica per rafforzare la propria posizione competitiva nel settore dell'IA. • L'incremento degli investimenti riflette l'impegno di ByteDance nel ridimensionare le risorse di calcolo, i data center e le capacità di sviluppo dell'IA per supportare le sue piattaforme esistenti e i prodotti IA emergenti. • L'aumento della spesa posiziona ByteDance accanto ad altre grandi aziende tecnologiche cinesi nell'accelerare gli investimenti in IA, in un contesto di intensificazione della concorrenza globale con le società tecnologiche statunitensi.

• Senators Marsha Blackburn and Peter Welch sent a formal complaint letter to ByteDance CEO demanding the company halt its new AI app Seedance 2.0, citing concerns that it poses a direct threat to American creative industries. • Content creators have documented instances where Seedance replicated expensive film shots for pennies, including a comparison showing the AI generated a near-exact copy of a clip from the film F1 for nine cents, sparking concerns about systemic copyright infringement. • The letter reflects growing Capitol Hill concerns about AI companies' training practices and insufficient protections for content creators whose materials are used to develop AI models without permission.

ByteDance is working with Aolani to deploy approximately 500 Nvidia Blackwell computing systems in Malaysia, comprising roughly 36,000 of Nvidia's most advanced B200 chips, according to reports citing people familiar with the matter. The hardware deployment is valued at more than $2.5 billion and represents a significant effort by the Chinese tech giant to access top-tier AI processors despite US export restrictions. ByteDance's AI portfolio includes Dola chatbot, Dreamina video creation tool, Gauth homework assistant, and Seedance video generation model, which has gained attention for its ability to convert written scripts into realistic short film scenes. The move underscores ongoing tensions around US-China tech competition and export controls on advanced semiconductor technology.

ByteDance is assembling high-end NVIDIA chip-based computing outside China, partnering with Southeast Asian firms for black-white systems in Malaysia to fuel AI development, announced March 13, 2026. This circumvents U.S. export restrictions while advancing global AI capabilities. The initiative supports TikTok parent’s ambitions in generative models. It reflects escalating geopolitical tensions in AI hardware access.

ByteDance is assembling high-end Nvidia chip clusters outside China, partnering with Southeast Asian firms for black-white computing systems in Malaysia to fuel AI development, reported March 13, 2026. The Wall Street Journal detailed efforts to bypass US export restrictions. This expansion supports TikTok parent’s global AI ambitions amid geopolitical tensions. US regulators monitor for compliance.