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Posted January 2, 2026 at 10:30 am
Nvidia reportedly scrambling to meet strong demand for H200 in China
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly:
China’s ByteDance intends to spend roughly RMB100B, or $14B, on AI chips from Nvidia (NVDA) next year, a sharp increase from roughly RMB85B this year, should the U.S. chip maker be allowed to sell its H200 graphic processing units in China, SCMP’s Wency Chen reports, citing people familiar with the matter. The budget is part of ByteDance’s ambitious capital spending plan in AI for 2026, the author notes.
Nvidia, which is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies, has approached contract manufacturer Taiwan Semiconductor Manufacturing (TSM) to ramp up production, sources told Reuters. Chinese companies have placed orders for more than 2M of the H200 chips for 2026, while Nvidia currently has just 700,000 units in stock, the report added, citing sources.
Ahead of Meta Platforms’ (META) acquisition, Manus positioned itself for U.S. investment by creating distance from its Chinese roots and moving to Singapore, Raffaele Huang, Kate Clark and Amrith Ramkumar of Wall Street Journal report. Nonetheless, Meta’s takeover for $2.5B surprised some Chinese officials, people familiar with the officials’ thinking told the Journal. Some officials disliked the agreement because they considered Manus an example of China’s artificial intelligence power, sources told the Journal. The sale could give the U.S. access to technology developed by Chinese engineers and encourage other startups to pursue a similar funding path, some Chinese officials think, the people added.
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Originally Posted December 31, 2025 – AI Daily: ByteDance plans to spend $14B on Nvidia AI chips in 2026
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