
参考资料:
1. South China Morning Post:ByteDance raises 2026 capex by at least 25% amid AI boom, rising memory costs, sources say
2. TrendForce:AI Server Demand to Drive Memory Contract Price Increases in 2Q26
3. NVIDIA:NVIDIA H200 Tensor Core GPU

参考资料:
1. South China Morning Post:ByteDance raises 2026 capex by at least 25% amid AI boom, rising memory costs, sources say
2. TrendForce:AI Server Demand to Drive Memory Contract Price Increases in 2Q26
3. NVIDIA:NVIDIA H200 Tensor Core GPU