According to reports, Alibaba and Baidu are using self-developed chips to train AI models, and Nvidia responds
12 Sep 2025 19:22
On September 12th Beijing time, according to the technology website The Information, four insiders said that Alibaba and Baidu have started using internally designed chips to train their AI models, replacing some Nvidia chips. According to reports, Alibaba has applied its self-developed chips to the training of lightweight AI models since the beginning of this year, while Baidu is experimenting with using Kunlun Chip's P800 chip to train a new version of the Wenxin large model. Three employees who have used Alibaba chips said that Alibaba's AI chips are now comparable to Nvidia's H20. However, neither Alibaba nor Baidu has completely abandoned Nvidia, and both companies are still using Nvidia's chips to develop their most cutting-edge models. A spokesperson for NVIDIA stated, "Competition has undoubtedly arrived... We will continue to work hard to win the trust and support of mainstream developers around the world