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Caixin Global
Caixin Global

Tech Brief (Nov. 14): Baidu Unveils Ambitious AI Chip Roadmap

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.

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