On September 12, according to the technology website The Information, four people familiar with the matter said that Alibaba and Baidu have begun to use internalIndependent designThe chips train their large AI models, replacing some Nvidia chips. According to reports, Alibaba has applied its self-developed chips to the training of lightweight AI models since the beginning of this year, while Baidu is experimenting with using Kunlun Core's P800 chip to train a new version of Wenxin's large model. Three employees who have used Alibaba chips said,Alibaba’s AI chips are now comparable to Nvidia’s H20.
However, neither Alibaba nor Baidu has completely given up on Nvidia, and both companies are still using Nvidia's chips to develop their most cutting-edge models.
A spokesman for Nvidia said: "Competition is undoubtedly coming... We will continue to work hard to win the trust and support of mainstream developers around the world."
Last month, Nvidia CEO Jensen Huang said that it was discussing with the White House to sell next-generation AI chips in China, but it would take time.