On September 11, 2025, Chinese tech giant Baidu, alongside Alibaba, began using internally designed chips to train its artificial intelligence models. This strategic move partially replaces AI chips made by Nvidia, signaling a significant step towards self-sufficiency in AI hardware.
The adoption of homegrown chips is crucial for Baidu, especially in light of U.S. restrictions on advanced chip exports to China. This development enhances Baidu's ability to innovate and develop its AI models independently, strengthening its technological moat.
This shift underscores Baidu's commitment to building a flexible AI architecture that maximizes GPU utilization and supports a variety of chips, including domestic ones, ensuring sustainable innovation in China's AI ecosystem.
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