Alibaba, Baidu begin using their own chips for training AI models, The Information reports

Core Insights - Chinese tech giants Alibaba and Baidu are transitioning to using internally designed chips for training their AI models, which marks a significant shift from reliance on Nvidia's AI chips [1] Company Developments - Alibaba and Baidu have begun implementing their own chip designs, indicating a strategic move towards self-sufficiency in AI infrastructure [1] - This shift may enhance their competitive edge in the AI sector by reducing dependency on external suppliers like Nvidia [1] Industry Trends - The trend of tech companies developing proprietary chips reflects a broader industry movement towards vertical integration in technology [1] - This development could potentially reshape the competitive landscape in the AI chip market, impacting companies like Nvidia [1]