On August 22, 2025, Baidu-backed semiconductor design firm Kunlunxin secured chip orders worth millions of yuan from telecoms firm China Mobile for its AI projects. This significant customer win validates the capabilities of Baidu's self-developed AI chips.
The orders from China Mobile are a crucial step in the broader national effort to promote domestic alternatives to Nvidia's chips, reducing reliance on foreign technology. This strengthens China's self-sufficient supply chain for AI hardware.
For Baidu, this success for Kunlunxin underscores its technological prowess in developing advanced AI chips and positions it as a key player in China's burgeoning domestic semiconductor ecosystem, providing a strategic advantage in its AI transformation.
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