Alibaba and Baidu Shift to In-House Chips for AI Model Training, The Information Reveals
Chinese tech giants Alibaba (9988.HK) and Baidu (9888.HK) have begun leveraging their proprietary chip designs to power the training of their artificial intelligence models, reducing reliance on Nvidia’s (NVDA.O) chips, as reported by The Information on Thursday, based on insights from four individuals with direct knowledge.
According to the report, Alibaba has been deploying its custom chips for smaller-scale AI models since the start of this year, while Baidu is testing its Kunlun P800 chip to train updated versions of its Ernie AI model.