字节跳动拟向天数智芯采购至少5万颗AI推理芯片，或成第三家国产GPU供应商

关键要点

1. ByteDance is discussing the purchase of at least 50,000 inference GPUs from Tianshu Zhixin.

   字节跳动正就采购至少5万颗推理GPU与天数智芯进行洽谈。

2. The chips are the ZhiKai series designed for cloud inference; the TianGai series is used for training.

   采购芯片为智铠系列云端推理GPU，天垓系列则用于训练场景。

3. A deal would make Tianshu Zhixin ByteDance's third domestic GPU supplier, after Huawei and Cambricon.

   若交易达成，天数智芯将成为字节跳动继华为和寒武纪后的第三家国产GPU供应商。

4. The move signals ByteDance's push to build domestic computing infrastructure for AI workloads.

   此举反映出字节跳动正加速构建国产算力基础设施以支撑AI计算需求。

5. No official comment has been made by either ByteDance or Tianshu Zhixin.

   字节跳动与天数智芯均未就此发表回应。