Tech Brief (Nov. 14): Baidu Unveils Ambitious AI Chip Roadmap
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Baidu unveils AI chip roadmap
Baidu Inc. on Thursday unveiled a sweeping five-year roadmap for its Kunlun artificial intelligence (AI) chips, outlining new products through 2030 and major upgrades to its large-scale computing clusters. The company said its M100 and M300 AI chips will debut in 2026 and 2027, respectively, with the M100 designed for inference and the M300 supporting both training and inference. It also plans to launch its next-generation N-series AI chips in 2029 and reach a one-million-card Kunlun chip cluster by 2030. The announcements came at Baidu World, the company’s annual conference in Beijing, where it also introduced its latest large model, Ernie 5.0. Baidu said the 2.4-trillion-parameter, multimodal model matches the language and perception capabilities of top global systems including Gemini-2.5-Pro and GPT-5-High.
Tencent says talks with Apple on WeChat game fees are advancing
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- Baidu announced a five-year AI chip roadmap, debuting M100 and M300 chips in 2026-2027, aiming for a million-chip cluster by 2030, and launched its 2.4-trillion-parameter Ernie 5.0 model.
- Tencent is making progress in revenue-sharing talks with Apple over WeChat mini-game fees, with a formal announcement expected.
- JD.com's Q3 profit dropped 54.7% to 5.3 billion yuan despite 14.9% revenue growth; Bilibili saw record user engagement and returned to profit.
- Baidu Inc.
- Baidu Inc. has revealed a five-year roadmap for its Kunlun AI chips, planning the M100 and M300 chips for 2026 and 2027, respectively. They also intend to launch next-generation N-series AI chips in 2029 and achieve a one-million-card Kunlun chip cluster by 2030. Additionally, Baidu introduced its latest large model, Ernie 5.0, at Baidu World.
- Tencent Holdings Ltd.
- Tencent Holdings Ltd. is currently in "constructive" discussions with Apple Inc. regarding the revenue sharing model for mini-games offered on its WeChat application. These talks aim to foster a more dynamic mini-game ecosystem, with a formal announcement expected in the future.
- Apple Inc.
- Apple Inc. is in discussions with Tencent Holdings Ltd. regarding revenue sharing from mini-games on Tencent's WeChat app. These talks are reportedly progressing constructively, aiming to establish a more active mini-game ecosystem. A formal announcement is expected in the future.
- JD.com Inc.
- JD.com Inc. reported strong revenue of 299.1 billion yuan in the third quarter, exceeding market expectations with a 14.9% increase year-over-year. However, its net profit attributable to shareholders dropped significantly by 54.7% to 5.3 billion yuan. This profit decline was due to increased investment in its new food delivery unit, as the e-commerce giant aims to boost user growth and drive traffic to its core retail platform.
- Bilibili Inc.
- Bilibili Inc., a Chinese video streaming platform, reported strong third-quarter user metrics, reaching record highs in monthly active users (376 million), daily active users (117.3 million), and average daily time spent (112 minutes). While revenue growth slowed to 5% year-on-year, the company posted a net profit of 470 million yuan, a significant turnaround from a loss in the previous year.
- August 2024：
- Market rumors suggested Apple was pressuring Tencent about mini-game payment arrangements; Tencent confirmed ongoing negotiations.
- Summer 2025：
- Bilibili reported record highs for monthly active users (376 million), daily active users (117.3 million), and average daily time spent (112 minutes).
- 2025 (third quarter)：
- Bilibili reported total revenue of 7.69 billion yuan, a 5% YoY increase; net profit swung to 470 million yuan from a previous loss.
- Three months ended September 30, 2025：
- JD.com reported Q3 revenue and profit results, revealing a 14.9% revenue increase and a 54.7% decline in net profit due to investment in food delivery.
- November 14, 2025：
- Baidu unveiled a five-year roadmap for its Kunlun AI chips and introduced Ernie 5.0 at Baidu World in Beijing.
- November 14, 2025：
- Tencent's President commented on 'constructive' progress in revenue-sharing talks with Apple for WeChat mini-games during the company's Q3 earnings call.
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