IT之家 · IT业界T2·68 pts
- ByteDance seeks custom ASICs from MediaTek to mitigate high-end GPU shortages, potentially becoming their second-largest client.
- MediaTek leverages this opportunity to enter the data center market, aiming for a 15% share next year and reducing reliance on mobile chips.
- ByteDance plans up to $70 billion in capex this year, heavily investing in AI infrastructure to maintain model training advantages.