/Tech27d ago

Qualcomm Strikes AI ASIC Deal With ByteDance For Millions Of Chips

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#1695

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Zephyr#1695

Jukan@jukan05

I told you, didn’t I?

Wall St Engine@wallstengine

$QCOM STRIKES AI CHIP DEAL WITH BYTEDANCE

Bloomberg reports Qualcomm will supply ByteDance with AI-focused ASICs.

ByteDance is expected to buy millions of Qualcomm chips for AI agent software.

This could make ByteDance one of Qualcomm’s first major AI ASIC customers.

Qualcomm has been trying to expand from smartphone processors into AI infrastructure.

ByteDance is spending heavily too.

SCMP reported its 2026 AI capex was lifted by at least 25% to about $29.4B.

The deal depends on the chips staying within U.S. legal compute thresholds for China.

7:53 AM · May 26, 2026 · 133.3K Views

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Many users praised the poster for their insightful analysis of Qualcomm striking an AI ASIC deal with ByteDance, calling the call brilliant and elite.

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John Dorbal@JDorbal1989

@jukan05 Wait until they talk about the other ASIC companies, and the CPU company, and the future CPU roadmap including RISC-V.

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Leon Milner@LeonMilner

@jukan05 Frig dude I bought ARM instead of Qualcomm. JK ARM spiked 40% in three days after I bought it too lolol

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Kayser Sosa@SosaKayser666

@jukan05 Anon, yes you did goat!

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@jukan05 didn't I tell you that $QCOM and $OPRA would double soooon...

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Kevin Vassily@kvassily

@jukan05 Nice work on this

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pre@pre09576802

@LeonMilner @jukan05 Arm will get license fee from Qualcomm

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SURESH@sureshk_89

@jukan05 Waiting for the Amazon announcement 😉

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darkseidz@darkseidzz

@jukan05 @zephyr_z9 I’m confused — China actively wants them not to buy Nvidia chips. So, how is this getting through?

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@jukan05 When amazon deal ?

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