Shares of Baidu (BIDU.US) rose nearly 5% on Friday, closing at $138.46. The increase follows reports of significant progress within the company's Kunlun Core chip business. The Kunlun Core P800 has completed large-scale validation, with multiple ten-thousand-card clusters delivered so far in 2025. A key version of the Ernie 5.1 model has been successfully trained on these fully domestic clusters. Furthermore, the Tianchi 256-card super-node, which is based on Kunlun Core technology, is scheduled for official launch in June. In a significant commercial development from March, Kunlun Core secured an AI computing power project from China Unicom valued at over 800 million yuan. This win demonstrates that its domestic AI chip solutions are gaining traction in critical application scenarios, including telecommunications operators.