Odd Lots · Monday, June 29, 2026
BYD CFO Henry Hoo stated that while all layers of the AI stack are important, cloud is the crucial platform for BYD. He explained that the cloud can host BYD's own models as well as others, and their chips can support inference, which is currently a major driver of token usage.
“So to answer a question, I think the key thing if I have to pick one, is Cloud, because Cloud at this moment is a platform. You cannot only hosting Arnie, which is our own model, but also I can work in a very open to hosting other models. And the my chip which connecting to my cloud platform can also help on inference because right now the play training is important, but eighty percent of the incremental demand today on a token are inference related. I think this part of the full picture is what I want to emphasize. But you know, given a tough question, if I want a big one as a student ABCD, I want big number C, which is my cloud.”