ByteDance Was 75% of Nscale's 2025 Sales — SkimNews
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- ByteDance accounted for nearly 75% of Nscale's sales in 2025, making it the AI cloud provider's largest customer last year, per sources and Nscale's US SEC filings.
- ByteDance used Nscale's Norway facility to access Nvidia AI chips, but the Chinese tech giant is not prominently named in Nscale's pitch to stock market investors.
Why it matters: Nscale's 75% revenue dependence on ByteDance — a Chinese company navigating US chip export scrutiny — concentrates investor risk in a single customer relationship. The Norway route to Nvidia hardware illustrates how Chinese firms reach restricted AI chips through third-country data centers, a pattern with direct export-control implications.
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