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Baidu accelerates investment in domestic AI chips amid US export restrictions on Nvidia, aiming for long-term leadership in China's AI hardware market with products launching in 2026 and 2027.
Alibaba is testing a domestically made AI inference chip that could substitute Nvidia's H20 in China, while its cloud revenue jumped 26% in the quarter, highlighting Beijing-driven push for homegrown…
Alibaba is developing an AI chip to replace Nvidia GPUs in China, aiming to reduce reliance on foreign accelerators and capture domestic AI infrastructure demand.