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signal极客公园2026-09-25

Li Yanhong's Long-Termism Enters the Payoff Period

Baidu founder Li Yanhong awarded 1 million USD each to two teams at an internal event, recognizing the Tianchi supernode architecture and the dodo AI employee project. Kunlun, Baidu's self-developed AI chip, began in 2010, launched its first generation in 2018, released Kunlun 2 in 2021, and has deployed tens of thousands of chips, lighting up a 30,000-card cluster. Kunlun filed for a Hong Kong IPO in early 2026, marking the payoff of Baidu's long-termism.

for who
Investors and professionals tracking AI chips and Baidu's technology strategy.
what changes
It shows Baidu's long-term tech bets are turning into commercial and capital returns, reshaping assessments of its AI roadmap.
key points
  • Kunlun chips progressed from 2010 to 2018 first gen, 2021 Kunlun 2, to tens of thousands deployed.
#kunlun#baidu#long-termism#ai chips
score
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