ByteDance is discussing a sharp increase in AI-related capital expenditure, with spending on data centers and AI infrastructure potentially reaching about $70 billion in 2026, according to a post on X by trader @nft_hu citing recent reports. The post said the plan could be funded partly by roughly $50 billion in 2025 profit, with more aggressive internal 2027 capital-expenditure scenarios of $89 billion to $100 billion. Separately, according to three sources, ByteDance aims to complete the overall design of its next-generation server CPU by early 2027 at the latest, with mass production and large-scale internal deployment targeted for the second half of 2027 to support its AI expansion.