ByteDance

TrendForce said AI server shipments are forecast to rise 31% year-on-year in 2026, up from a 28% target previously. The world’s 9 biggest Cloud Service Providers (CSPs), including Google Cloud and Amazon AWS, are forecast to spend US$886.7 billion on capex this year, up 90% from 2025, and 1.32 trillion in 2027, up 49%. The combined capex of China’s 4 biggest CSPs, ByteDance, Tencent, Alibaba, and Baidu, will increase by more than 80% in 2026. $Amazon(AMZN.US) $Alibaba(BABA.US) $Baidu(BIDU.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) $Tencent(TCEHY.US) #ByteDance

Source: Dan Nystedt

Major news on CXMT & YMTC all at once.

The most successful thing Gerard Piqué ever did wasn't winning the World Cup

$NVIDIA(NVDA.US) held $200 through the whole bear-market scare and closed 203. then China cleared Alibaba, ByteDance and DeepSeek to buy H200s. the country building its own chip still lines up for Nvidia, that's the moat in one headline. still below the $235 ATH at a 21x forward P/E. holding my core, this is the last chip i'd sell.

Hahayhahaah$LionGlobal Korea USD(SG9999002364.FD)

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Bytedance Targets Early Next Year for New CPU to Power Own AI Infrastructure - Scmp

Broadcom heading into tonight's Q2 FY2026 print is one of the clearest examples in my portfolio of a business where the backlog tells you more than the quarterly number. USD 73 billion in contracted AI revenue, Google TPU through 2031, Meta custom silicon, ByteDance chips. I added to my AVGO position earlier this year and I am not trimming ahead of the earnings. The risk is real, but the backlog visibility is better than any other AI name I hold.

AVGO beats tonight and guides higher. Custom silicon from Alphabet, Meta, ByteDance is compounding. The networking + AI ASIC story just got validated by MRVL today. AVGO is next. Call it 📸