The US curbs offer an opportunity for Huawei to expand in the lucrative US$7 billion domestic market.
Baidu placed an order for Huawei’s AI chips worth around US$62 million, with delivery scheduled by the end of this year.
Baidu ordered 1,600 of Huawei Technologies’ 910B Ascend AI chips – which the Chinese firm developed as an alternative to Nvidia’s A100 chip — for 200 servers, the source said, adding that by October, Huawei had delivered more 60% of the order, or about 1,000 chips, to Baidu. Baidu, alongside Chinese peers such as Tencent and Alibaba, is known to be a long-time client of Nvidia. Baidu was not previously known to be a AI chip customer of Huawei.
Baidu has developed its own line of Kunlun AI chips, which the company says supports large-scale AI computing, but the company has mainly relied on Nvidia’s A100 chip to train its LLM.
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