Odd Lots · Monday, June 29, 2026
BYD CFO Henry Hoo clarified the rationale behind the company's custom silicon development, stating it's primarily focused on the inference and application layers of AI, rather than large-scale foundation model pre-training. He highlighted that this strategy aligns with an emergent market category where BYD feels confident about finding a good match between supply and demand.
“However, the influence application is important. So to a point, I think our cheir products appointing of cloud focusing on the inference and application is a unique way of we see the positive network effects. I think that's where the area will wants and also given the issue you mentioned, I think within that defined areas, we I feel pretty confident regarding all the issues you mentioned, and because on the supply and demand side, we can find the good match within the emergent market category, within the inference and application markets.”