Exhibitor Recommendation | High-Precision Copper Conductor Wire Enterprise Zhejiang Jiuli Electric to Appear at SMM WCCE 2026

ByteDance's data center construction has seen new progress, with industry sources saying the company is in discussions with Tianshu Zhixin to procure at least 50,000 AI chips, primarily for inference workloads. It is understood that the chips under negotiation are mainly intended for large model inference workloads, corresponding to Tianshu Zhixin's Zhikai series cloud inference GPUs, while the Tiangai series is used for training scenarios. If the deal goes through, Tianshu Zhixin would become ByteDance's third GPU supplier, following Huawei and Cambricon. As of press time, neither ByteDance nor Tianshu Zhixin has publicly responded. The move by Internet giants represented by ByteDance to ramp up self-built data centers is not merely a short-term stopgap to fill a computing power gap, but rather reflects a deep industry transformation: AI computing demand is undergoing a structural shift, enterprises' strategies for self-controlled computing power are continuously escalating, and the separation of training and inference hardware, along with the large-scale substitution of domestic computing power, are synchronously entering the implementation cycle.

Since the beginning of this year, the wave of AI computing power has swept the globe. If AI large models are compared to the most powerful brains, then optical communication serves as the “high-speed blood vessels” that deliver massive amounts of data to them. Over the past year, multiple high-speed optical communication chip products designed for supercomputing centers have completed process verification and gradually entered mass production and delivery, continuously filling the supply gap of high-end optical chips for localisation. As the core medium of information transmission, optical fiber is the key infrastructure connecting computing power and data. Since the beginning of this year, the optical fiber product sales of an enterprise in Wujiang, Suzhou, have increased by over 35% YoY. The rapidly growing demand for new-type optical fiber products from data centers has kept the enterprise’s products in continuous undersupply. “Orders are nearly full every month. We will focus on selecting major clients and make good plans for future capacity. Currently, capacity planning has already extended into Q1 2027.” (Jinshi Data APP)

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