At the opening ceremony of Baidu World 2026, founder Robin Li stated that demand for AI computing power has shifted from being primarily training-focused to an equal emphasis on both training and inference. The large-scale deployment of intelligent agents is driving an explosive surge in inference computing demand, and inference will become the primary driver of long-term growth for AI chips. Kunlunxin unveiled its product roadmap: the M100 has been launched on schedule, and the M300 will be released next year.
