Alibaba, Baidu reduce reliance on Nvidia

Alibaba and Baidu have reportedly begun using self-designed chips to train AI models, partly replacing Nvidia hardware. Alibaba has applied its chips to smaller models, while Baidu is testing its Kunlun P800 for Ernie. The shift reflects US export curbs and Beijing’s push for tech self-sufficiency, though both firms still rely on Nvidia for top-tier models.