Industry notes obtained from a ByteDance insiderCaution: This post contains non-public information. It does not guarantee or safeguard against any investment losses.JukanApr 24, 2025∙ Paid31ShareThis post covers ByteDance's GPU holdings, future CAPEX plans, and upcoming LLM model strategy.Continue reading this post for free, courtesy of Jukan.Claim my free postOr purchase a paid subscription.