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Tuesday 16 December 2025
Baidu's Kunlunxin spinoff mirrors Google's TPU playbook
Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200...
Tuesday 9 December 2025
China's AI chip race nears US$275bn; Cambricon, Hygon lead the field
Baidu is considering a spin-off and listing of its AI chip unit Kunlunxin, a development that has quickly become a focal point in China's fast-moving GPU and AI semiconductor market...
Tuesday 9 December 2025
Baidu evaluates Kunlun chip spin-off for Hong Kong IPO, but offers no guarantee
Baidu has responded to reports that its in-house chip business, Kunlunxin, is planning a separate listing on the Hong Kong Stock Exchange by stating it is currently evaluating the...
Monday 1 December 2025
China turns to Baidu's Kunlun as AI chip constraints intensify
Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the...
Friday 28 November 2025
Baidu reportedly plans biggest layoffs since 2018 as ad revenue slump deepens
Baidu is reportedly preparing its biggest workforce reduction in seven years, trimming staff across key divisions and reshaping its AI model unit by the end of 2025. The overhaul...
Thursday 27 November 2025
China's tech giants 'BAT' invest billions to debunk AI bubble claims
China's leading tech giants, Baidu, Alibaba, and Tencent, known collectively as "BAT", have committed massive capital expenditures totaling hundreds of billions of CNY to expand AI...
Thursday 27 November 2025
Pentagon flags Alibaba, Baidu, and BYD as military-linked companies
The Pentagon has concluded that Alibaba Group Holding Ltd., Baidu Inc., and BYD Co. should be added to its Section 1260H list of companies that aid the Chinese military, according...
Tuesday 25 November 2025
Baidu stakes its future on AI-native China, says CEO Robin Li
Baidu CEO Robin Li says AI will become the core of China's "new-quality productive forces," adding that the company will deepen investment in AI infrastructure and model development...
Tuesday 25 November 2025
Samsung vanishes from Baidu's AI chip roadmap amid rising geopolitical tensions
Samsung Electronics' long-running foundry partnership with Baidu is facing renewed questions after the Chinese tech giant unveiled a five-year roadmap for its Kunlun AI chips without...
Friday 14 November 2025
Baidu sets a new Kunlun chip trajectory as chair questions the AI boom
Baidu used its World 2025 conference on November 13, 2025, to reset its long-term AI strategy, with founder and chairman Robin Li and EVP Shen Dou detailing how the company plans...
Thursday 6 November 2025
China takes the self-driving wheel as chip war pushes Nvidia out
In 2025, the autonomous vehicle industry has become the focal point of a technological cold war. The United States and China are engaged in a high-stakes competition where chips,...
Wednesday 29 October 2025
Huawei Cloud on the back foot in China's AI race
Huawei Cloud is navigating one of its most turbulent periods yet. Confronted by internal and external headwinds—from a disciplinary probe and sweeping restructuring to a shrinking...
Wednesday 29 October 2025
Alibaba Cloud's price cuts widen global reach, deepen China's AI cloud duopoly
As China's AI cloud competition intensifies, Alibaba Cloud has introduced new price cuts across overseas markets to accelerate its global expansion, extending the "dual-giant" rivalry...
Wednesday 22 October 2025
China's AI glasses are prototypes no more: Alibaba, Baidu just made them a market
The AI wave shows no sign of slowing, and AI glasses have become the next frontier where technology meets wearables, following smartphones and wireless earbuds. As of late 2025, China's...
Thursday 2 October 2025
Supernodes, not servers: How Alibaba, Baidu, Huawei are rewiring AI compute
At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud...