Overview
- The M100 is optimized for inference and is slated to launch in early 2026, while the M300 supports both training and inference and is scheduled for early 2027.
- Baidu introduced Tianchi supernodes that connect 256 and 512 P800 chips, with the 256-node system planned for the first half of 2026 and the 512-node version for the second half.
- The company also released Ernie 5.0, a multimodal model capable of handling text, image, and video analysis.
- Executives described the chips as providing “powerful, low-cost and controllable” computing for Chinese enterprises seeking domestic alternatives to U.S. processors.
- Baidu shares rose about 0.8% in Hong Kong after the event, as Huawei and several startups advance competing AI processors and large-scale supernode offerings.