Tencent and ByteDance seriously outspent the likes of Google, Meta and Amazon
In 2024, Microsoft emerged as the leader in AI hardware investments, purchasing 485,000 Nvidia Hopper GPUs, surpassing Meta, Amazon, and Google. Chinese tech giants ByteDance and Tencent followed closely, acquiring around 230,000 units each, even under strict US export restrictions. Meta, Amazon, and Google are shifting toward in-house silicon, deploying millions of custom chips, while Microsoft remains heavily reliant on Nvidia. Meanwhile, AMD gained traction with its Instinct MI300 chips. Despite increasing competition from custom silicon and international buyers, Nvidia captured 43% of server hardware spending.
My Take
Despite export restrictions, Chinese firms’ significant investments highlight China’s determination to build self-reliant AI ecosystems and secure a leading position in the global AI landscape. This strategic push positions China as a formidable competitor to U.S. tech giants.
#AIHardware #Nvidia #Microsoft #ByteDance #Tencent #TechInnovation #CustomSilicon #AIIndustry #DataCenter
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Credit: Techradar
This post was enhanced with AI assistance, thoroughly reviewed, edited, and reflects my own thoughts.