DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - IT Hardware & Semiconductors, Baidu
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Alibaba announces new AI chip for training and inferencing workloads
Zhenwu M890 has 144GB of GPU memory
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Baidu and Huawei account for 70% of China's GPU cloud market
Report covers the first half of 2025
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Baidu launches Kunlun M100 and M300 AI chips
Company also unveiled new Tianchi supernodes at its annual conference in Beijing
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Impact of US GPU sanctions "minimal," Baidu claims
Tech giant's business plan assumes no access to leading-edge AI chips
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Alibaba and Baidu close quantum research labs
Neither company has given a reason for the closures, despite the Chinese government designating the technology a strategic priority
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China's tech giants order $5bn in Nvidia chips, including 100,000 A800 GPUs for 2023
Local hyperscalers want to get in on generative AI explosion, but can only get pared-back chips
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Nvidia creates pared back H100 GPU for export to China, called H800
Worse data transfer rates to get past sanctions
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US government blacklists China's largest server maker Inspur, used by Cisco, IBM, Intel, Nvidia
Company is also a cloud provider in China
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Baidu launches first quantum computer, Fujitsu aiming to start own commercial operations in 2023
Baidu's 11 qubit system launches, planning 36 qubit soon
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Baidu's Kunlun II AI chips enter mass production
For cloud and Edge
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China's Baidu spins off semiconductor unit Kunlun Chip
But its unclear if its flagship AI chip will come to other clouds
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Intel pitches Infrastructure Processing Unit as new data center DPU
Offloading processing to help out CPUs
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Baidu partners with AMD on GPU software; Tencent and JD get Epyc
A good day to be AMD
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Intel establishes AI division with head of Nervana Systems in charge
While Baidu expands its artificial intelligence efforts, despite the loss of a crucial executive
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Baidu to use Xilinx FPGAs in its data centers
While Microsoft makes large claims about its gate arrays