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Alibaba, Baidu replacing Nvidia with own chips, Information reports

Alibaba (BABA) and Baidu (BIDU) have started using internal chips for their artificial intelligence models, partly replacing AI chips made by Nvidia (NVDA), Qianer Liu of The Information reports, citing four people with direct knowledge of the moves. U.S. export controls have reduced the power of the chips that Nvidia could sell in the Chinese market, the website points out. Chinese business is likely to shrink more than it already has, The Information predicts.

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