Core Viewpoint - Alibaba and Baidu have begun using self-designed chips to train their AI models, partially replacing Nvidia chips, marking a significant shift in China's tech and AI sector [1][4]. Group 1: Adoption of Self-Designed Chips - 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: Impact of Export Restrictions - The tightening of U.S. export restrictions on advanced AI chips to China has prompted Chinese companies to increase their self-research and development efforts in AI chips [4]. - Domestic initiatives are also encouraging companies to adopt self-developed technologies, contributing to this transition [4]. Group 3: Continued Use of Nvidia Chips - Both Alibaba and Baidu have not completely abandoned Nvidia chips, as they still use them to develop their most advanced AI models [4]. - Nvidia acknowledges the competition and expresses its commitment to earning the trust and support of mainstream developers globally [4].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 9月12日消息，据报道， 阿里巴巴和百度已开始使用自主设计的芯片训练其 AI 模型，部分替代了英伟 达芯片！ 报道称，阿里自今年初以来已将自研芯片应用于轻量级AI模型的训练，百度则正试验使用昆仑芯的 P800芯片训练新版文心大模型。三名使用过阿里芯片的员工称，阿里的AI芯片如今已经足以与英伟达 的H20相媲美。 阿里巴巴和百度尚未立即回应路透社的置评请求。 此举是中国科技与 AI 领域的重大转变 —— 此前，该领域企业在 AI 开发方面主要依赖英伟达的高性能 处理器。 美国对向中国供应先进 AI 芯片的出口限制不断收紧，已促使中国企业加大自研 AI 芯片的研发力度； 同时，国内也推动 企业 采用自主技术，这两方面因素共同推动了这一转变。 报道指出，阿里巴巴和百度均未完全弃用英伟达芯片 —— 两家公司仍在使用英伟达芯片开发其最尖端 的 AI 模型。 英伟达发言人对此表示："竞争无疑已经到来…… 我们将继续努力，赢得全球各地主流 开发者的信任与支持。" ****************EИD****** ...

Group 1: Optical Module Industry Insights - Morgan Stanley suggests that the optical module sector has largely reflected its favorable fundamentals in stock prices after several months of significant increases [1] - New Yisheng's rating has been downgraded to "reduce" with a target price of 255 yuan, as the market consensus views the company as the second-largest player globally with limited upside potential [1] - In contrast, Zhongji Xuchuang maintains an "overweight" rating with a target price of 435 yuan, expected to achieve substantial growth by 2026 as a pioneer in 1.6T new products [1] - Tianfu Communication's rating has been lowered to "reduce," with an increased target price of 142 yuan, indicating that the company's profit growth potential is already reflected in the current stock price [1] Group 2: AI Chip Development - Reports indicate that Alibaba has been using self-developed chips for lightweight AI model training since early this year, while Baidu is experimenting with its Kunlun P800 chip for training its new Wenxin model [6] - Employees familiar with Alibaba's chips claim that they are now comparable to Nvidia's H20 [6] Group 3: Market Sentiment and Investment Trends - Goldman Sachs and Morgan Stanley both report that over 90% of U.S. investors are looking to increase their holdings in Chinese assets [10]