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36Kr · AI·· 3 days ago65

Baidu founder Li Yannhong: Reasoning will be the main driving force for the long-term sustained growth of AI chips.

Brief overview

Baidu founder Robin Li stated at Baidu World 2026 that reasoning will be the primary driver of long-term sustained growth for AI chips. Current AI computing power demand has shifted from training-centric to a balance between training and reasoning, with the large-scale deployment of intelligent agents driving a surge in reasoning computing demand. Baidu's Kunlun Chip M100 is now on the market, with the M300 expected to be launched next year.

Same story1 other outlet also reported this

  1. ITHome · AI··First

    Baidu's Kunlun Core M300 will be launched next year, and multiple chips based on the new N architecture will be released in 2028.

  2. 36Kr · AI··+45 min·Reading now

    Baidu founder Li Yannhong: Reasoning will be the main driving force for the long-term sustained growth of AI chips.

    Adds:M100 is already on the market.

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Source: 36Kr · AI · 36kr.com