Baidu Unveils Advanced AI Chips Amid U.S.-China Tech Rivalry
Baidu's stock surged in Hong Kong trading following the launch of two new AI processors at its Baidu World conference. The M100 and M300 chips, developed by subsidiary Kunlunxin, target cost-effective, high-performance computing for Chinese firms—a strategic MOVE as U.S. export restrictions accelerate domestic semiconductor innovation.
The M100, optimized for inference tasks using mixture-of-experts models, and the M300, capable of training trillion-parameter multimodal systems, underscore China's push for self-sufficiency. Baidu's decade-long chip development culminates in these 2026-bound products, which integrate with new supercomputing solutions to overcome single-chip limitations through advanced networking.