According to BlockBeats, on May 28th, sources familiar with the matter stated that ByteDance is developing its own CPUs to meet its growing needs for artificial intelligence infrastructure. The current surge in chip prices and persistent supply shortages are limiting the company's expansion plans. This move highlights the industry's accelerated shift towards the "inference" stage, which significantly increases demand for CPUs and has led to CPU shortages in recent months. Sources indicated that ByteDance plans to deploy its self-developed CPUs in its own servers and data centers to support internal operations, while also preparing for the large-scale rollout of proxy-based products, including the Coze platform.
ByteDance is currently pursuing two CPU architecture paths simultaneously: one based on Arm and the other on the open-source RISC-V instruction set architecture, to evaluate which design is better suited to its long-term data center needs. ByteDance currently sources CPUs from Intel and AMD, both of which have significantly raised prices in recent months, with quarter-on-quarter increases ranging from 10% to 35%, prompting ByteDance to accelerate the development of internal alternatives. (Reuters)
