Sources 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 SO WHAT
ByteDance driving nearly 75% of Nscale’s 2025 sales and routing Nvidia access through Norway shows how Chinese demand is fragmenting into offshore, indirect compute channels. If you operate AI infra in ‘neutral’ jurisdictions, expect scrutiny on who your real end customers are—and price in regulatory and reputational risk.
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