TikTok owner ByteDance plans to spend more than 200 billion yuan (US$30 billion) on AI infrastructure in China in 2026, according to sources.

The budget is at least 25% higher than a 160 billion yuan (US$23.5 billion) plan discussed in late 2025, and one source said the increase also reflects rising memory chip costs.

A bigger share will go to Chinese AI chips as local tech firms try to cut geopolitical risk and follow Beijing’s push for domestic semiconductors, while Nvidia’s H200 still lacks Chinese import approval despite US export clearance..source-ref{font-size:0.85em;color:#666;display:block;margin-top:1em;}