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Sources: ByteDance is discussing up to $70B of 2026 capex as it builds out data centers and other AI infrastructure, underwritten by its ~$50B profit in 2025

ByteDance Ltd., the developer of TikTok and a leading force in artificial intelligence, is planning to sharply increase …

Bloomberg

Discussion

  • @tphuang @tphuang on x
    ByteDance has already increased AI capex to $30B for this yr & now is considering as much as $70B Much of which funded by cash flow it earned. All this is needed for its new DCs in China, Southeast Asia & Brazil. BD needs this to dramatically increase its AIGC app expansion. [ima…