AI

China firms’ AI breakthrough can meld GPUs from different brands into one training cluster — Baidu says new tech fuses thousands of GPUs together to help sidestep shortages


Tech companies are increasing their pace in developing AI technologies. Baidu, China’s largest search engine, is often compared to Google and is pushing hard to gain a global lead. According to its CEO, Robin Li, the company has developed a system to combine GPUs from different vendors and use them as a single compute cluster for AI training. This was highlighted in its Q1 2024 Earnings Call transcript.

Li mentioned in the call that Baidu is transforming from an Internet-centric business to an AI-first business with its generative AI, ERNIE, becoming the new core of its products in 2025. However, we expect Baidu to encounter headwinds, especially as it’s a Chinese company, and the US severely restricts the export of advanced technologies to China, such as the latest-generation Nvidia, AMD, and Intel chips, which are crucial to AI development.



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