Core Viewpoint - Baidu Group's stock price increased by 3.05% following the announcement that Kunlun Chip Technology won a significant procurement project with China Mobile, indicating a positive market reaction to the company's advancements in AI chip technology [1] Group 1: Company Developments - Kunlun Chip Technology secured a multi-billion yuan order from China Mobile for AI general-purpose computing devices, marking a significant expansion of its application scenarios beyond internal use by tech companies to telecommunications [1] - The company achieved a 70% market share in two of the three bidding packages and a 100% share in the third package for the AI server products based on Kunlun chips [1] - Kunlun Chip Technology, previously part of Baidu's smart chip and architecture department, has successfully completed the mass production and application of two generations of general-purpose AI chip series [1] Group 2: Technological Advancements - Baidu's AI training efficiency and energy efficiency have reached near-international advanced levels, as demonstrated by the large-scale cluster based on the "Kunlun P800" accelerator card being used in the training of the new version of Wenxin Yiyan [1]

Group 1 - Baidu Group-SW (09888) opened over 3% higher, currently up 3.05% at 135 HKD with a trading volume of 134 million HKD [1] - Kunlun Core Technology won a large-scale order in the China Mobile centralized procurement project, indicating a shift in application scenarios from internal use by tech companies to telecommunications [1] - Kunlun Core's AI server products achieved a market share of 70%, 70%, and 100% in the respective bidding packages for the AI general computing devices project from 2025 to 2026 [1] Group 2 - Kunlun Core Technology, previously part of Baidu's smart chip and architecture department, completed independent financing in April 2021 and has since launched two generations of general AI chip series products [1] - Baidu's large-scale cluster based on the "Kunlun P800" accelerator card has entered the training trial of the new version of Wenxin Yiyan, achieving training efficiency and energy efficiency close to international advanced levels [1]