BEIJING, Nov 13 (Reuters) - Baidu ( BIDU ) unveiled two
new semiconductors for artificial intelligence on Thursday,
saying the products can provide Chinese companies with powerful,
low-cost and domestically controlled computing power.
Escalating tensions between the United States and China have
led to restrictions on exports of advanced U.S. AI chips to
Chinese firms, prompting many to develop their own processors or
seek domestic alternatives.
The company said at its annual Baidu World technology
conference that the M100, an inference-focused chip, is set to
be launched in early 2026. The M300, capable of both training
and inference, is slated for early 2027.
Training builds AI models by learning patterns from large
datasets, while inference uses those models to make predictions
and process user requests.
Baidu ( BIDU ), which has been developing proprietary chips since
2011, also announced two so-called supernode products. Such
products leverage advanced networking capabilities, linking
multiple chips and seeking to compensate for limitations in
individual chip performance.
Huawei has deployed a similar product called CloudMatrix
384, comprising 384 of its Ascend 910C chips, which industry
observers consider more powerful than Nvidia's GB200 NVL72, one
of the U.S. chipmaker's most advanced system-level products.
Huawei also announced in September it would launch more powerful
supernode products in coming years.
Baidu's ( BIDU ) Tianchi 256, which will be comprised of 256 of its
P800 chips, will be available in the first half of next year.
Another more souped-up version using 512 of those chips will be
launched in the second half.
The company also unveiled a new version of its Ernie large
language model, which it said excels not only at text
processing, but also image and video analysis.