It is reported that Baidu is ordering AI chips from Huawei and switching from NVIDIA chips
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It has been reported that Baidu, the Chinese search giant, is switching its AI chip procurement source from NVIDIA to Huawei. This is thought to be because NVIDIA's products are also subject to export restrictions as the United States tightened its AI chip export regulations in October 2023.
Exclusive: Baidu placed AI chip order from Huawei in shift away from Nvidia | Reuters
https://www.reuters.com/technology/baidu-placed-ai-chip-order-huawei-shift-away-nvidia-sources-2023-11-07/
Baidu is developing the chatbot '
'Ascend 910B' is an AI chip developed as a replacement for NVIDIA's AI chip ' NVIDIA A100 ', which is subject to export restrictions, and it is reported that approximately 1,000 chips have been delivered to Baidu by October 2023. Masu. In addition, the total amount of orders from Baidu is approximately 450 million yuan (approximately 9.3 billion yen), and Huawei is said to be planning to deliver all AI chips to Baidu by the end of 2023.
Until now, Baidu has been using NVIDIA A100 for AI development, including large-scale language models. However, the US government has introduced export restrictions on AI chips to China since October 2022, and has imposed export restrictions on NVIDIA's A100 and H100 .
In response to export restrictions to China, NVIDIA has been producing and providing the A800 AI chip for China, which is not subject to export restrictions. However, the US government subsequently announced on October 17, 2023 that it would tighten regulations on AI chip exports to China and introduce new performance thresholds. Along with this, the A800 developed by NVIDIA for China is also subject to export restrictions.
The US tightens restrictions on AI chip exports to China, making it difficult to export NVIDIA chips - GIGAZINE
Although Huawei's ``Ascend 910B'' is far inferior to NVIDIA's products in terms of performance, it is said to be the most sophisticated AI chip available in China. One of the sources said, ``Baidu seems to have ordered the Ascend 910B from Huawei in preparation for the possibility that it will not be able to purchase AI chips, including the A800, from NVIDIA due to tightened export regulations by the US government.'' .
In fact, Baidu has been partnering with Huawei since 2020 to develop its AI platform to be compatible with Huawei's hardware, and in August 2023, Baidu announced the development of a large-scale language model 'Ernie' and Huawei's We are pleased to report that we are increasing compatibility with the Ascend chip.
Baidu, Huawei, and NVIDIA declined to comment on Reuters, which reported this matter.
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