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According to Jinshi, Qualcomm's stock in the U.S. night market once rose over 4%, and the current increase has narrowed to 3%. The news states that Qualcomm is in talks with ByteDance to provide customized chip design services.

According to reports from Blue Whale Technology, the next-generation Doubao AI phone, jointly promoted by ZTE and ByteDance, may be delayed from its originally expected release in the second quarter due to issues with the filing and certification process. Sources reveal that the phone needs to pass both the large model filing with the Cyberspace Administration and the network access certification with the Ministry of Industry and Information Technology; currently, the product is still in the second application filing stage. If the approval goes smoothly, the new device is expected to be launched as early as July to August this year.In terms of the supply chain, the screen supplier for the next-generation Doubao phone has been changed from Shentianma to BOE, the battery will use Desay battery and ATL cells, and the manufacturing will be handled by Zhongnuo Communications, a subsidiary of Furui Electronics. Additionally, reports indicate that this product mainly adopts a technical route that deeply integrates large models into the underlying operating system, but it currently faces ecological barriers due to the lack of data access permissions from leading platforms like Tencent and Alibaba when implementing system-level agent cross-application calls.

According to the "Science and Technology Innovation Board Daily," at the 2026 Volcano Engine Force Conference, ByteDance officially released the latest flagship version 2.1Pro of the Doubao large model. Tan Dai, President of Volcano Engine, stated that the model has made breakthroughs in four dimensions: code delivery, long-range Agent tasks, multimodal understanding, and enterprise-level stable operation, possessing stronger engineering delivery capabilities and being capable of handling complex R&D tasks for enterprises. At the conference, ByteDance CEO Liang Rubo also emphasized that the company will focus on enhancing large model capabilities and firmly invest in MaaS (Model as a Service) business.The report pointed out that ByteDance's AI strategic focus is clearly shifting towards enterprise-level services. Currently, the daily token call volume of the Doubao large model has reached 180 trillion, an increase of over 1500 times since its release, and has grown more than 10 times in the past year. However, due to the bottleneck in monetization on the consumer side and high expenses (with daily computing costs reaching tens of millions and daily revenue below one million), ByteDance has accordingly adjusted its resource allocation. Meanwhile, the video generation model Seedance, primarily aimed at the B-end, has validated its commercialization potential, with current annual recurring revenue (ARR) reaching 2 billion dollars, effectively offsetting Doubao's computing costs. In addition, the new version of Seedance will also be the first in the industry to launch a 3D white membrane preview feature.

According to foreign media reports, the board of ByteDance reached a consensus in early May 2026 to postpone its initial public offering (IPO) plan. Founder Zhang Yiming believes there is still room for valuation growth, and going public at this stage would transfer too many benefits to late-stage risk-free investors.Currently, the trading valuation of ByteDance in the over-the-counter gray market has exceeded $600 billion. A senior technology investment banker at Bank of America stated that the company's market value is expected to approach $1 trillion, setting a new industry benchmark.Policy and geopolitical risks have eased somewhat. In early 2026, Oracle Corporation reached an agreement with an investor consortium to jointly acquire 80% of TikTok's U.S. entity, effectively clearing most related regulatory pressures.In terms of AI business, the Doubao APP, as the largest chat assistant by user scale in the country, is adding paid tiers on top of its free service.

According to Bloomberg, citing informed sources, Microsoft has established a substantial business by selling OpenAI models to Chinese companies, despite facing intensified competition between China and the United States in the field of artificial intelligence. Among them, ByteDance has been one of Microsoft's largest artificial intelligence clients in recent years, primarily using OpenAI models. Informed sources say that ByteDance's annual spending on Microsoft's artificial intelligence and cloud services is expected to exceed $1 billion.

According to reports from major companies, ByteDance's Seed department has internally issued a notice announcing the latest adjustment to the price of "Doubao Stock," with the new price set at $14.85. Compared to the initial announcement of $13.08 in April this year, the price of this virtual equity has increased by 13.5% within two months.It is reported that "Doubao Stock" is an exclusive virtual equity of ByteDance Seed and related upstream and downstream businesses, typically opening buyback windows about twice a year. In comparison, the regular option prices of ByteDance adjusted from $229.5 to $235.5 between April and June this year (an increase of about 2.63%). The valuation growth rate of "Doubao Stock" during the same period has significantly surpassed the overall options of the company.With the continuous growth of the Doubao large model in user scale and commercial revenue, this option may break the previous fixed frequency of "adjusting every six months" and welcome more flexible and frequent pricing adjustments in the future.

According to LatePost, ByteDance is adjusting its AI resource allocation strategy, shifting its focus from consumer-facing products like "Doubao" to products that serve enterprise clients. This change is partly influenced by the high operational costs of AI and challenges to existing business models.It is reported that "Doubao" has over 200 million daily active users, but due to the enormous computational costs associated with inference and multimodal capabilities, it incurs daily expenses of tens of millions, while its monetization channels, such as e-commerce, generate less than one million daily. In contrast, ByteDance's video generation model Seedance demonstrates strong profitability. Thanks to its efficient MoE architecture (200 billion parameters) and relatively low reliance on inference computing power, Seedance 2.0 currently has a gross margin of 70%, with the vast majority of its revenue coming from enterprise clients, and its current annual recurring revenue (ARR) has reached 2 billion dollars.Insiders reveal that ByteDance's large model data review team has expanded to over 3,000 people this year, primarily to clean training data for programming models. Meanwhile, the MaaS business of Volcano Engine has also been placed in a more important position, with ByteDance's top management setting a goal to increase revenue tenfold and accelerate international expansion. Additionally, ByteDance executives recently visited Anthropic, which has achieved significant growth in both revenue and valuation through enterprise-level AI programming services, providing a reference for ByteDance's strategic adjustments.

According to Jinshi Data, as the cost of memory chips rises and ByteDance accelerates its layout in artificial intelligence (AI), the company has increased its AI infrastructure spending plan for this year by 25% to 200 billion yuan.

ByteDance announced that it has reached a final agreement to sell Moonton Technology to Savvy Games Group, a subsidiary of the Saudi Public Investment Fund (PIF), for a sale price of over $6 billion. Moonton Technology is the developer and publisher of the famous MOBA mobile game in Southeast Asia, Mobile Legends: Bang Bang (MLBB), which was acquired by ByteDance in 2021.It is reported that ByteDance has made significant investments in AI, and the overall profit declined in the fourth quarter of 2025. The sale of Moonton is seen as a signal of ByteDance's strategic focus further shifting towards AI.

According to IT Home citing The Information, two informed sources stated that TikTok's Chinese parent company ByteDance has suspended its global launch plan for the latest video generation model Seedance 2.0 after a series of copyright disputes with several major Hollywood studios and streaming platforms.The report stated that ByteDance originally planned to launch this new video model to global users in mid-March, but has now suspended the related plans. The report added that ByteDance's legal team is investigating and addressing potential legal issues, and engineers are also increasing protective mechanisms to prevent the model from generating content that may lead to further intellectual property infringements.

TikTok announced that it has established the TikTok USDS Joint Venture LLC. This joint venture will be responsible for data protection, algorithm security, content moderation, and software assurance for TikTok in the United States.The TikTok USDS joint venture is composed of three managing investors: Silver Lake, Oracle, and MGX, each holding a 15% stake. Other investors include the Dell family office, Vastmere Strategic Investments, LLC, Alpha Wave Partners, and Revolution, among others. ByteDance retains a 19.9% stake in the joint venture.

Focusing on embodied intelligence, Chinese high-tech startup X Square Robot (X²) announced that it has completed a 1 billion yuan A++ round of financing. This round was jointly invested by top investment institutions and various local platforms, including ByteDance, Sequoia China, Beijing Information Industry Development Fund, Shenzhen Capital Group, Nanshan Zhanxin Investment, and Xichuang Investment.It is reported that this is also the first investment since the establishment of the Shenzhen Capital Group AI Fund. Notably, in addition to ByteDance, X Square has also received investments from Meituan and Alibaba in previous financing rounds, making it the only embodied intelligence company in China to be simultaneously invested in by these three major internet giants.

According to the Financial Times, ByteDance plans to invest $23 billion heavily in artificial intelligence.

According to the official account of the Dinghai Court in Zhoushan, Zhejiang, the Dinghai Court has concluded a case involving the assistance of information network criminal activities related to Tether (USDT). Several defendants registered multiple "business accounts" on a foreign virtual currency platform, profiting through profit-sharing and buying low and selling high on Tether, while being aware that upstream transactions might involve illegal activities. They still assisted in transferring funds related to crimes such as telecom fraud, cumulatively helping to settle over 5 million yuan related to information network criminal activities. This was considered "serious circumstances," and they were sentenced to fixed-term imprisonment and fines according to the law. The seized illicit funds of 877,000 yuan were returned to the victims.

ChainCatcher news, Hong Kong-listed company Derlin Holdings announced that it has obtained approximately $5.7 million in private equity through funds and SPVs, intended for RWA tokenization; among them, it indirectly holds ByteDance (approximately $2 million, implied valuation of about $315 billion), Kraken (approximately $3 million, implied valuation of about $15 billion), and eSelf AI (approximately $700,000, implied valuation of about $21 million).The company plans to tokenize the relevant SPV after the completion of the delivery and advance the tokenization projects of Derlin Tower LPF and Animoca Brands LPF; the Animoca Brands LPF plan adopts the XRP Ledger and has received pilot funding from Hong Kong Cyberport. Derlin Securities and Derlin Digital Family Office have submitted materials to the Securities and Futures Commission, aiming to start distribution and platform operations in early 2026.

ChainCatcher news, Hong Kong listed company Derlin Holdings announced that it has recently obtained approximately 5.7 million USD in private equity investment through several investment funds or special purpose vehicles (SPVs), aiming to use these private equity investments for future RWA tokenization purposes. These private equity investments include indirect holdings in well-known technology companies such as ByteDance, Kraken, and eSelf AI.In addition, Derlin Holdings also stated that it will focus on the tokenization of private equity in companies such as ByteDance, Payward (Kraken), and E-Self.AI, as well as the tokenization of limited partnership funds holding interests in Derlin Tower and Animoca Brands.

ChainCatcher news, the Tongling Intermediate Court disclosed a case of unjust enrichment dispute arising from trading virtual currency. The plaintiff, Ding, placed an order through the platform to purchase 1,300 Tether coins. After the platform seller confirmed the order, they successfully sold their 1,300 Tether coins. However, Ding believed that the payment constituted unjust enrichment and demanded the seller return the funds. After unsuccessful negotiations, Ding sued the seller in the Congyang Court. Ultimately, the court ruled that the Tether coin transaction was invalid due to violation of public order and good customs, and the losses should be borne by Ding, with the law providing no protection, thus dismissing the plaintiff's claims.

ChainCatcher news, according to Jin10 data reports, there are claims that ByteDance has agreed to sell TikTok's U.S. operations to an American consortium led by Oracle, while retaining a minority stake. In response, ByteDance stated that this information is false.