ByteDance accounted for nearly 75% of Nscale's 2025 sales, used Norway site to access Nvidia chips
nathanbenaich · x · 2026-09-23
According to the Financial Times and Nscale's US SEC filings, ByteDance accounted for nearly 75% of Nscale's sales in 2025 and used Nscale's facility in Norway to access Nvidia AI chips. The arrangement reveals how leading AI companies route around compute access constraints — and exposes extreme customer concentration risk at the UK-based GPU cloud provider.
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