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BIDU

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Tech giant Baidu is emerging as one of China's key artificial intelligence chip players, positioning itself as a challenger to Huawei as both look to fill the void left by industry leader Nvidia being kept out of the country.

Best-known as China's biggest search business, Baidu has in recent years refocused its business around driverless cars and AI, including a majority-owned subsidiary, Kunlunxin, which designs chips.

Several analysts have upgraded their outlook on Baidu's stock over the past few weeks, citing the semiconductor business and forecasting the unit will gain more domestic orders.

This month, Baidu laid out a five-year roadmap for its Kunlun AI chips, beginning with the M100 in 20

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