据报字节跳动否认腾讯(00700.HK)及阿里(09988.HK)等抢购算力资源

阿斯达克财经
28 Apr

《财经》引述消息报道,今年首季腾讯(00700.HK) 向字节跳动购买价值约20亿元人民币(下同)的图形处理器(GPU)算力资源,该批资源以英伟达(NVDA.US)  H20卡和服务器为主,腾讯元宝目前的更新主要使用来自字节的卡。
据悉,阿里巴巴(09988.HK) 亦于首季DeepSeek爆红后,向字节跳动下了GPU订单。

消息指出,字节跳动去年囤积约10万个GPU模组。根据服务器厂商人士估算,该批GPU资源总价值约1,000亿元。字节跳动采买的GPU资源主要为自家大模型和云各项业务自用,其中只有不到十分之一,意味着约几十亿元的资源对外售卖。由于目前算力市场供不应求,卖卡已成为火山引擎重要的增量营收来源之一。
不过,字节相关负责人回应指以上为不实信息。(jl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-28 16:25。) (美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)

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