Baidu ordered 1,600 of Huawei Technologies' 910B Ascend AI chips - which the Chinese firm developed as an alternative to Nvidia's A100 chip - for 200 servers, the source said, adding that by October, Huawei had delivered more 60% of the order, or about 1,000 chips, to Baidu.
Baidu, alongside Chinese peers such as Tencent (0700.HK) and Alibaba (9988.HK), is known to be a long-time client of Nvidia.
Baidu was not previously known to be a AI chip customer of Huawei.
Huawei's website says it has since 2020 collaborated with Baidu to make its AI platform compatible with Huawei hardware.
Baidu has developed its own line of Kunlun AI chips, which the company says supports large-scale AI computing, but the company has mainly relied on Nvidia's A100 chip to train its LLM.
Persons:
Aly, Baidu, Ernie, Yelin Mo, Zhang Yan, Brenda Goh, Josh Ye, Gerry Doyle
Organizations:
Baidu, Artificial Intelligence, REUTERS, Rights, HK, Huawei, U.S ., Nvidia, Huawei Technologies, U.S, HUAWEI, Reuters, Thomson
Locations:
Shanghai, China, Rights BEIJING, SHANGHAI, U.S, Beijing, Hong Kong