国芯网·2025-09-12 14:28Core Viewpoint - Alibaba and Baidu have begun using self-designed chips for training their AI models, partially replacing NVIDIA chips, marking a significant shift in China's tech and AI sectors [3]. Group 1: Company Developments - Alibaba has applied its self-developed chips for lightweight AI model training since the beginning of this year [3]. - Baidu is experimenting with its Kunlun P800 chip to train the new version of its Wenxin large model [3]. - Employees who have used Alibaba's chips claim that they are now comparable to NVIDIA's H20 [3]. Group 2: Market Context - The shift towards self-developed AI chips is driven by increasing U.S. export restrictions on advanced AI chips to China, prompting local companies to enhance their own chip development efforts [3]. - Both Alibaba and Baidu continue to use NVIDIA chips for developing their most advanced AI models, indicating a transitional phase rather than a complete shift [3]. - NVIDIA acknowledges the competition and emphasizes its commitment to gaining the trust and support of global developers [3].