@heyshrutimishra: THIS MIGHT BE THE QUIETEST TRILLION-DOLLAR INFRASTRUCTURE BUILD IN HISTORY. While Silicon Valley argued about model ben…
Summary
Baidu has quietly built a trillion-dollar infrastructure including chips, cloud, framework, models, and agents, serving 700 million users, unveiled at Baidu Create.
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@heyshrutimishra: 𝗧𝗵𝗲 𝗲𝘅𝗽𝗼𝗿𝘁 𝗯𝗮𝗻 𝘄𝗮𝘀 𝘀𝘂𝗽𝗽𝗼𝘀𝗲𝗱 𝘁𝗼 𝘀𝗹𝗼𝘄 𝗖𝗵𝗶𝗻𝗮'𝘀 𝗔𝗜 𝗱𝗼𝘄𝗻. Today I attended Baidu Cr…
The article details Baidu's strategic ownership of four out of five layers in the AI race (chips, cloud, models, apps) showcased at the Baidu Create event, highlighting its resilience against export bans and its ecosystem built over a decade.
@itsolelehmann: Deepseek just casually closed the biggest AI round in Chinese history but most people in the West still don't get it: T…
DeepSeek secured a $7 billion funding round, the largest in Chinese AI history, backed by government funds and its founder, alongside massive integration into Chinese government, healthcare, and public services under national policy.
@heyshrutimishra: Baidu invited me to their office in Beijing this week. I expected presentations and product demos. What I didn’t expect…
Baidu invited a visitor to their Beijing office to demo a robot hand that mimics human hand movements with minimal delay, highlighting the rapid growth of China's humanoid robotics ecosystem with over 150 companies, as noted by Elon Musk.
@rohanpaul_ai: The Economist: Top 5 big labs will spend a huge $800 Bn this year real cash on AI infrastructure. But their profit stat…
The Economist reports that top five big tech labs will spend around $800 billion on AI infrastructure this year, with accounting practices masking the immediate cash impact as capital expenditure reaches 40% of revenue, surpassing previous booms.
@shawnchen_eth: Last night there were two particularly noteworthy news items: 1. Google + Blackstone announced a $5B TPU cloud JV with 500MW coming online in 2027. This is a new paradigm for AI infrastructure: not just GPUs, even TPU cloud can be built using private infrastructure capital...
Two news items: Google and Blackstone announced a $5B TPU cloud joint venture with 500MW expected online in 2027, introducing private infrastructure capital into AI infrastructure; if the SEC allows third-party tokenized stocks, it would benefit crypto trading platforms, but this has not yet materialized.