Blow For Nvidia? Baidu Reportedly Switches To Huawei For AI Chips, Ditching Its Long-time Supplier

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In a significant industry shift, Baidu Inc. (NASDAQ:BIDU) reportedly ordered AI chips from Huawei moving away from long-time supplier Nvidia Corporation (NASDAQ:NVDA), signaling changes in global tech alliances. What Happened: Baidu secured a deal with Huawei for the supply of artificial intelligence chips, marking a pivot from its usual supplier, Nvidia, Reuters reported. This move is attributed to increasing U.S. restrictions on tech exports to China. Reuters’ sources revealed that the order, placed in August, included 1,600 Huawei Ascend 910B AI chips, intended for 200 servers. By October, …

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