bytedance

Peter Wildeford @peterwildeford

2026-08-03 — saved image

Peter Wildeford🇺🇸... @peterwildef... · 1h
OpenAI, Google, Anthropic, Meta, and xAI bring you the US frontier models

Oracle brings you the Chinese frontier models

[Quoted tweet]
Samuel Hammon... @hamandche... · 4h
"Oracle was providing a staggering 22.6 percent of China's known A.I. computing power."

nytimes.com/2026/07/31/mag...

[Embedded article excerpt:]
With the Biden plan dead, Oracle was free to operate its data center complex in Malaysia as it saw fit. By the end of June, the facility was on track to become the second-biggest in the world. Oracle doesn't release the names of its customers there, but by studying its output, an independent A.I. research firm, SemiAnalysis, determined that the facility was feeding most of its computing power to ByteDance. An analyst at the tech-focused think tank ChinaTalk, Aqib F. Zakaria, ran his own numbers and arrived at a startling conclusion: Oracle was providing a staggering 22.6 percent of China's known A.I. computing power.

We can't independently verify these conclusions, but both SemiAnalysis and ChinaTalk are well-respected A.I. analysts. If their assessments are correct, Ellison was fueling the A.I. ambitions of America's biggest geopolitical rival — and the very companies that could pose the biggest threat to his partner, OpenAI. Oracle sees the situation very differently. It argues that global computing power is not scarce enough to justify restricting American companies from doing business with China. By its logic, China will find ways to power its A.I. programs with or without the help of U.S. companies — and may in fact be further incentivized to build out its own A.I. infrastructure without it.

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