9888.HK in “Custom Silicon Breaks Nvidia's Tollbooth”
Baidu, Inc.
Baidu's deployment of Kunlun-family accelerators gives its cloud and AI services a proprietary alternative for selected training and inference workloads.
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Aug 20, 2025 – Aug 21, 2026 · 247 sessions
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Custom Silicon Breaks Nvidia's Tollbooth
Hyperscalers are turning proprietary AI accelerators from side projects into a direct challenge to merchant GPUs.
BULL side — Baidu's deployment of Kunlun-family accelerators gives its cloud and AI services a proprietary alternative for selected training and inference workloads.
Read the full Custom Silicon Breaks Nvidia's Tollbooth story