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Baidu Accelerates AI Chip Production Amid Nvidia Supply Constraints

Baidu Accelerates AI Chip Production Amid Nvidia Supply Constraints

Author:

Global Cryptocurrency

Published:

2025-11-28 09:10:02

27

3

BTCCSquare news:

Baidu's Kunlunxin unit is scaling production of domestic AI chips as US restrictions limit Nvidia's China market access. The M100 and M300 chips, slated for 2026-2027 release, target cost-sensitive AI infrastructure demands.

China Mobile's recent bulk order signals strong institutional demand for localized alternatives. Baidu's hybrid approach combines proprietary silicon with remaining Nvidia inventory—a stopgap solution for enterprises facing compute shortages.

Analysts note the strategic timing: 'Semiconductor sovereignty is no longer optional for Chinese tech firms,' says Morningstar's Chelsey Tam. Third-party software vendors are already adapting workloads for Kunlunxin's architecture.

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