TikTok developer ByteDance, and other major Chinese tech firms including Tencent, Alibaba and Baidu are reported (by local media) to be snapping up lots of NVIDIA HPC GPUs, with even more orders placed this year. ByteDance is alleged to have spent enough on new products in 2023 to match the expenditure of the entire Chinese tech market on similar NVIDIA purchases for FY2022. According to news publication Jitwei, ByteDance has placed orders totaling $1 billion so far this year with Team Green—the report suggests that a mix of A100 and H800 GPU shipments have been sent to the company's mainland data centers.

The older Ampere-based A100 units were likely ordered prior to trade sanctions enforced on China post-August 2022, with further wiggle room allowed—meaning that shipments continued until September. The H800 GPU is a cut-down variant of 2022's flagship "Hopper" H100 model, designed specifically for the Chinese enterprise market—with reduced performance in order to meet export restriction standards. The H800 costs around $10,000 (average sale price per accelerator) according to Tom's Hardware, so it must offer some level of potency at that price. ByteDance has ordered roughly 100,000 units—with an unspecified split between H800 and A100 stock. Despite the development of competing HPC products within China, it seems that the nation's top-flight technology companies are heading directly to NVIDIA to acquire the best-of-the-best and highly mature AI processing hardware.

According to Business Insider, Twitter has made a substantial investment into hardware upgrades at its North American datacenter operation. The company has purchased somewhere in the region of 10,000 GPUs - destined for the social media giant's two remaining datacenter locations. Insider sources claim that Elon Musk has committed to a large language model (LLM) project, in an effort to rival OpenAI's ChatGPT system. The GPUs will not provide much computational value in the current/normal day-to-day tasks at Twitter - the source reckons that the extra processing power will be utilized for deep learning purposes.

Twitter has not revealed any concrete plans for its relatively new in-house artificial intelligence project but something was afoot when, earlier this year, Musk recruited several research personnel from Alphabet's DeepMind division. It was theorized that he was incubating a resident AI research lab at the time, following personal criticisms levelled at his former colleagues at OpenAI, ergo their very popular and much adopted chatbot.

Golf Jiao, a co-founder and general manager of Biren Technology, has left the company late last month according to insider sources in China. No official statement has been issued by the executive team at Biren Tech, and Jiao has not provided any details regarding his departure from the fabless semiconductor design company. The Shanghai-based firm is a relatively new startup - it was founded in 2019 by several former NVIDIA, Qualcomm and Alibaba veterans. Biren Tech received $726.6 million in funding for its debut range of general-purpose graphics processing units (GPGPUs), also defined as high-performance computing graphics processing units (HPC GPUs).

The company revealed its ambitions to take on NVIDIA's Ampere A100 and Hopper H100 compute platforms, and last August announced two HPC GPUs in the form of the BR100 and BR104. The specifications and performance charts demonstrated impressive figures, but Biren Tech had to roll back its numbers when it was hit by U.S Government enforced sanctions in October 2022. The fabless company had contracted with TSMC to produce its Biren range, and the new set of rules resulted in shipments from the Taiwanese foundry being halted. Biren Tech cut its work force by a third soon after losing its supply chain with TSMC, and the engineering team had to reassess how the BR100 and BR104 would perform on a process node larger than the original 7 nm design. It was decided that a downgrade in transfer rates would appease the legal teams, and get newly redesigned Biren silicon back onto the assembly line.