Alibaba/Baidu uses self-developed chips to replace NVIDIA products

According to reports from China and Hong Kong media, Alibaba and Baidu have begun to use their own chips to train their artificial intelligence (AI) models, partially replacing NVIDIA (Nvidia) chips.

Ali has been using its own chips to develop smaller AI models since the beginning of this year; Baidu is trying to use its Kunda P800 chips to train the new version of Ernie AI model; however, neither company has completely abandoned NVIDIA and is still using its chips to develop the most cutting-edge models.

The report quoted employees who used Alibaba AI chips as saying that their AI chips are now enough to compete with NVIDIAH20. Although the computing power of H20 chips is not as good as the H100 or Blackwell series, its performance is still superior to that of Chinese alternative products. NVIDIA spokesperson responded to the report and said that it is undeniable that competition has arrived and the company will continue to work hard to win the support of mainstream developers in various places.

This will be a major change in China's science and technology and AI fields. Before this, the enterprise in this field mainly relied on NVIDIA's high-performance processors in AI development. The United States' export restrictions on supplying advanced AI chips to China have continuously increased its efforts to develop AI chips. At the same time, the Chinese government is also placing pressure on enterprises to promote their use of independent technology, and these two factors have jointly promoted this transformation.