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WSJ: ByteDance Taps Malaysia Cloud to Access 36,000 Nvidia Blackwell Chips Under Export Rules

The reported $2.5 billion deployment would be owned by Malaysia's Aolani Cloud, with Nvidia saying such vetted cloud arrangements comply with U.S. controls.

Overview

  • The Wall Street Journal reports ByteDance is working with Aolani Cloud to set up roughly 500 Blackwell systems in Malaysia totaling about 36,000 B200 GPUs.
  • The cluster would be formally owned and operated by Aolani, with servers sourced from Aivres, according to the reporting.
  • Project costs are estimated to exceed $2.5 billion, compared with Aolani’s current hardware base of around $100 million.
  • Aolani told Reuters it follows all applicable export-control rules, and Nvidia said it vets cloud partners and that compliant deployments outside controlled countries are legal.
  • Reuters said it could not immediately verify the WSJ account, Nvidia and ByteDance did not respond to its requests for comment, and Tom’s Hardware reported initial payments have been made.