alt Hacker NewsThey benefit from a strong captive market because Chinese firms cannot use Nvidia chips and are legally barred from processing data abroad, forcing them to rely on domestic infrastructure.
They benefit from a strong captive market because Chinese firms cannot use Nvidia chips and are legally barred from processing data abroad, forcing them to rely on domestic infrastructure.
lol what no, AI competition is super competitive in China; bytedance has 50% of the inference market and mostly serves from outside of China
https://www.bloomberg.com/news/articles/2026-06-17/microsoft...
Bytedance which runs China’s most popular Doubao AI chatbot; is spending $70B in CapEx this year, most of it outside of China (Malaysia, Thailand, Brazil, etc; and they are allowed to lease NVIDIA chips). This is roughly 50% of Microsoft CapEx.
https://www.tomshardware.com/pc-components/gpus/chinas-byted...