Reuters Reported Earlier: Baidu Placed AI Chip Order From Huawei In Shift Away From Nvidia
Portfolio Pulse from Charles Gross
Baidu has reportedly placed an order for AI chips from Huawei, shifting away from Nvidia. The order includes 1,600 of Huawei's Ascend 910 AI chips.
November 07, 2023 | 9:47 am
News sentiment analysis
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NEGATIVE IMPACT
Nvidia may face a potential loss of business due to Baidu's shift to Huawei for AI chips.
Nvidia could potentially face a loss of business due to Baidu's decision to shift to Huawei for AI chips, which could negatively impact its stock price in the short term.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Baidu's shift to Huawei for AI chips could potentially improve its AI capabilities and reduce costs.
Baidu's decision to shift from Nvidia to Huawei for AI chips could potentially enhance its AI capabilities and reduce costs, which could positively impact its stock price in the short term.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80