Baidu and Huawei Lead GPU Cloud Market as China’s AI Chip IPOs Surge

TLDR Baidu and Huawei held a combined 70.5% share of China’s GPU cloud market in H1 2025. Baidu leads with 40.4%, leveraging its Baige platform and Kunlunxin chips, which shipped 70,000 units in 2024. Huawei follows with 30.1%, focusing on full-stack development from chip design to cloud services. Kunlunxin launched M100 and M300 AI accelerators [...]

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