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Blackstone Considers Minority Investment in U.S. TikTok Spinoff

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Private equity giant Blackstone is exploring a potential minority investment in TikTok’s U.S. operations, joining a group of non-Chinese shareholders led by Susquehanna International Group and General Atlantic. This group is actively discussing fresh capital infusion to bid for TikTok’s U.S. business, with plans to spin off the U.S. operations into a separate entity, reducing Chinese ownership below the 20% threshold required by U.S. law.

This move comes as TikTok’s future in the U.S. hangs in the balance due to national security concerns. A law passed last year mandates ByteDance to divest TikTok by January 19 or face a potential ban. While the deadline has been extended under President Trump’s administration, negotiations continue to ensure compliance with the law.

ByteDance and its investors, including Blackstone, have yet to disclose the amount of new investment needed to meet the divestment requirements. Legal filings indicate that global investors own about 58% of ByteDance, with the company’s Chinese founder Zhang Yiming holding another 21%. Employees from various nationalities, including 7,000 Americans, own the remaining shares.

Discussions surrounding TikTok’s future involve significant U.S. government input, with the White House acting as a key player in the deal-making process.

H3C Warns of Nvidia AI Chip Shortage as Chinese Demand Surges

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One of China’s top server manufacturers, H3C, has reportedly warned of a looming shortage of Nvidia’s H20 AI chip—the most advanced processor currently available for sale in China under U.S. export rules. The notice, seen by Reuters, indicates rising concerns about disruptions in the international supply chain and signals possible obstacles for China’s AI development ambitions.

According to the document dated Tuesday, H3C informed clients that existing inventories of the H20 chip are “nearly depleted,” with new shipments only expected around mid-April. The notice blamed geopolitical tensions and raw material disruptions for the uncertainty. It also highlighted challenges in future supply planning beyond April 20 due to changes in shipping routes, production complications, and evolving policy environments.

Shortly after publication, Nvidia declined to comment, and H3C issued a clarification stating that “neither the company nor any of its departments have issued this notice or its related content.” However, industry sources confirmed that the chip is becoming increasingly difficult to obtain.

. AI Boom Driving Surging Demand
Demand for the H20 has sharply risen since January, driven by the popularity of Chinese startup DeepSeek’s cost-efficient AI models. Major Chinese tech giants such as Tencent, Alibaba, and ByteDance have ramped up orders in response, according to previous reporting by Reuters.

An anonymous distributor told Reuters that despite prior assurances about availability, many buyers were ultimately told the chips had already been sold at higher prices. “We were told the chips would be available, but when it came time to actually purchase them, we were informed they had already been sold at higher prices,” the source said.

. Geopolitical Pressures and U.S. Export Controls
The H20 chip was specifically designed by Nvidia to comply with tightened U.S. export restrictions implemented in October 2023. These rules ban the sale of the company’s most powerful chips—such as the A100 and H100—to China over national security concerns. The U.S. believes advanced AI chips could potentially be used to bolster China’s military capabilities.

Despite these restrictions, Nvidia is believed to have shipped around 1 million units of the H20 to China in 2024, generating over $12 billion in revenue.

Washington is also reportedly considering further limitations on even these lower-tier chips, raising the risk of additional constraints on China’s access to cutting-edge AI technologies.

. China’s Response and Domestic Alternatives
H3C is one of Nvidia’s key OEM partners in China, alongside Inspur, Lenovo, and xFusion—a spinoff from Huawei focused on x86 servers. The looming shortage could accelerate China’s efforts to develop and adopt domestic alternatives such as Huawei’s Ascend chips and Cambricon’s AI processors.

H3C’s internal communication reportedly emphasized a “profit-first” distribution model for upcoming chip deliveries, favoring long-term, high-margin customers. This signals that the chip shortage could hit smaller AI startups and new entrants the hardest, potentially reshaping China’s fast-evolving AI ecosystem.

TikTok Shop Expands to France, Germany, and Italy Amid U.S. Uncertainty

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TikTok Shop, the e-commerce division of the popular social media app, is set to launch operations in France, Germany, and Italy starting Monday, marking a major step in its European expansion. The move comes as TikTok’s future in the U.S. remains in jeopardy due to mounting political pressure on its Chinese parent company, ByteDance, to divest the platform.

The shopping feature has been live in the UK since 2021 and entered the U.S. market in September 2023, where it saw robust holiday sales. Despite that momentum, TikTok could face a ban in the United States unless ByteDance secures a deal to transfer ownership to an American buyer.

Accelerated European Growth
Jan Wilk, head of operations for TikTok Shop UK, said the company plans to grow more aggressively in the EU compared to its UK rollout.

“In the UK, this model was very new, and we had to do a lot of education. In Europe, we’re launching with much more speed,” Wilk told Reuters.

In the new markets, TikTok Shop is already onboarding merchants. Notably, supermarket chain Carrefour will sell on the French platform, while AboutYou and Cosnova will participate in Germany.

Beyond Bargain Buys
While TikTok Shop has become known for selling low-cost, direct-from-China goods, the company is working to diversify its product range and price points. Wilk highlighted a UK-based merchant selling second-hand luxury Birkin bags as an example of TikTok Shop’s expanding inventory scope.

The platform’s format allows sellers to host livestreams showcasing products, earning commissions on real-time sales. With a strong influencer ecosystem and built-in entertainment factor, TikTok Shop is pushing for a unique blend of content and commerce.

Strategic Timing
TikTok’s deeper push into Europe could serve as a hedge against potential losses in the U.S., where the platform’s fate hinges on ByteDance’s ability to negotiate a deal. The European expansion also reflects TikTok’s broader ambition to transform from a content-sharing app into a full-fledged e-commerce player in global markets.