Baidu placed AI chip order from Huawei in shift away from Nvidia: Sources

BEIJING: Baidu ordered artificial intelligence chips from Huawei this year, two people familiar with the matter said, adding to signs that U.S. pressure is prompting Chinese acceptance of the firm’s products as an alternative to Nvidia’s.

One of the people said Baidu, one of China’s leading AI firms, which operates the Ernie large language model (LLM), placed the order in August, ahead of widely anticipated new rules by the U.S. government that in October tightened restrictions on exports of chips and chip tools to China, including those of U.S. chip giant Nvidia.