Baidu Inc

09888: XHKG (HKG)

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Baidu: Reports of Chip Production Are Encouraging but Dated; Valuation Remains Unchanged

Kai Wang

Sep 24, 2025

According to third-party reports from The Information in September, Baidu has started producing a 30,000 cluster of its own artificial intelligence chips, Kunlun P800, to potentially replace Nvidia for training and inference of large language models.

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Baidu Inc

Baidu: Reports of Chip Production Are Encouraging but Dated; Valuation Remains Unchanged

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