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[ByteDance increased procurement of domestic chip Internet manufacturers competing to build a moat of computing power] Golden Finance reported that on June 17, according to Yicai, the construction progress of ByteDance data center added new information. Industry insiders said that ByteDance was discussing with Tiantian Smart Core to purchase at least 50000 AI chips, mainly for reasoning. It is understood that the chips for this negotiation are mainly used for large model inference loads, corresponding to the Tiantian Zhixin Zhikai series cloud inference GPU, and the Tiangai series is used for training scenarios. If the deal is concluded, Tiantian Zhixin will become the third GPU supplier after Huawei and Cambrian, with ByteDance. As of press release, no response has been released from ByteDance and Days Smart Core. The self built data center represented by ByteDance is not a short-term emergency to supplement the computing power gap, but a reflection of the deep transformation of the industry: the demand for AI computing power ushers in structural switch, the enterprise computing power independent and controllable strategy continues to upgrade, and the training hardware distribution and large-scale replacement of national computing power enter the landing cycle simultaneously.

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