Core Viewpoint - Baidu Group's stock price increased by nearly 7% during trading, with a current rise of 5.78% to HKD 90.6, and a trading volume of HKD 1.936 billion [1] Group 1: Company Performance - Kunlun Core announced significant achievements in the AI general computing device procurement project by China Mobile for 2025-2026, securing the top share in the "CUDA-like ecosystem" segment [1] - Kunlun Core won 70% of the shares in bidding packages 1 and 2, and 100% in package 3, with a total winning bid amount exceeding RMB 1 billion [1] - Kunlun Core, previously part of Baidu's intelligent chip and architecture department, has focused on AI acceleration for over a decade and completed independent financing in April 2021 [1] Group 2: Product Development - The company aims to develop general-purpose AI chips with strong versatility, ease of use, and high performance, having achieved mass production and large-scale deployment of several generations of chip products [1] - Baidu has activated a large-scale cluster based on the new generation Kunlun Core 3 components [1]

Core Viewpoint - Baidu Group's stock price increased by nearly 7% during trading, closing up 5.78% at HKD 90.6, with a trading volume of HKD 1.936 billion [1] Group 1: Company Performance - Kunlun Core announced significant achievements in the AI general computing device procurement project for China Mobile for 2025-2026, securing the top share in the "CUDA-like ecosystem" segment [1] - Kunlun Core won 70% of the shares in bidding packages 1 and 2, and 100% in package 3, with a total winning bid amount exceeding RMB 1 billion [1] - Baidu has successfully deployed a large-scale cluster based on the new generation Kunlun Core 3 components [1] Group 2: Industry Context - Kunlun Core, formerly part of Baidu's intelligent chip and architecture department, has focused on AI acceleration for over a decade [1] - The company completed independent financing in April 2021, aiming to develop versatile, user-friendly, and high-performance general AI chips, achieving mass production and deployment of multiple chip series [1]

Core Insights - Kunlun Core announced significant achievements in the centralized procurement project for AI general computing devices (inferencing type) by China Mobile for 2025-2026 [1] Group 1: Procurement Achievements - The procurement focused on AI general computing devices related to "CUDA-like ecosystem" and "CANN ecosystem" [1] - In the "CUDA-like ecosystem" segment, Kunlun Core's AI server products excelled, securing 70% market share in lots 1 and 2, and 100% in lot 3, ranking first in all three lots [1] - The total order scale from this procurement is in the billion-level range [1]