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On September 25, analysts from Morningstar highlighted that Baidu's (09888.HK) artificial intelligence chips may still underperform compared to NVIDIA's H20, suggesting that a hybrid approach may be necessary to achieve optimal computational efficiency. Over the past month, the market has maintained a bullish sentiment toward Baidu's AI chip advancements, propelling its stock price up by nearly 50% this month alone. However, it is worth noting that Baidu's chips could trail NVIDIA's H20 by one to two generations, with the Kunlun P800 fabricated using a 7-nanometer process, while NVIDIA's H20 leverages a more advanced 4-nanometer process. While Baidu's ability to achieve self-sufficiency and reduce reliance on NVIDIA's H20 could lead to lower capital expenditures, the true performance and long-term viability of its chips remain to be thoroughly tested and proven.
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