Kunlunxin
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.Baidu Emerges as Leading AI Chip Player in China, Bridging the Nvidia Gap
Baidu is rapidly becoming a leading Chinese AI‑chip maker, rivaling Huawei as Nvidia GPUs are barred from China. Its Kunlunxin unit designs high‑performance processors for LLM training, cloud, telecom and autonomous driving, with a roadmap launching the M100 (2026) and M300 (2027). Baidu sells chips directly and rents compute capacity, securing major orders such as from China Mobile. Analysts project chip sales to hit ¥8 billion by 2026 and a Kunlun valuation near $28 billion, amid broader domestic chip shortages driving firms like Alibaba and Tencent to seek local solutions.
