According to news outlet The Information, ByteDance, the parent company of TikTok, is developing two AI GPUs that will enter mass production by 2026. TSMC will make both products. Assuming that the information from an unofficial source is accurate, ByteDance will reduce reliance on Nvidia for AI hardware while staying within the U.S. export regulations.
ByteDance's lineup of AI GPUs, which are in the design phase and will enter mass production in a year, if not later, includes one for AI training and another for AI inference. Broadcom, which has already built AI chips for Google, is expected to design the AI chips. The GPUs are said to be produced on one of TSMC's N4/N5 process technologies, so a similar node to TSMC's 4NP is used to build Nvidia's Blackwell series GPUs for AI and HPC. ByteDance's GPUs are expected to enter mass production by 2026, so expect their deployment in 2026.
