
Baidu recently told its investors that it would not be able to procure leading-edge GPUs for AI applications in the future due to U.S. export restrictions, reports The Register. However, the company believes its advanced software stack will ensure its competitive position despite using less sophisticated processors.
"In the long run, we may not have access to the most cutting-edge GPU," said Robin Li, chief executive of Baidu, at the company's earnings call this week (via SeekingAlpha). "But with the most efficient homegrown software stack, […] the user experience will not be compromised."