6月29日, 百度集团-SW盘中涨近8%,美股夜盘亦同步上行。
消息面上,昆仑芯正计划赴港上市,目标估值约500亿美元。该业务已不再只是服务百度内部AI需求,外部客户拓展正在加快。
产品进展方面,昆仑芯P800已完成规模化验证,2025年至今已交付多个万卡集群,并在全国产算力集群上完成文心5.1重要版本训练。若昆仑芯上市进程推进,将进一步强化百度在国产AI算力链条中的估值想象空间,也使其AI芯片业务从内部支撑工具转向独立成长资产。
6月29日, 百度集团-SW盘中涨近8%,美股夜盘亦同步上行。
消息面上,昆仑芯正计划赴港上市,目标估值约500亿美元。该业务已不再只是服务百度内部AI需求,外部客户拓展正在加快。
产品进展方面,昆仑芯P800已完成规模化验证,2025年至今已交付多个万卡集群,并在全国产算力集群上完成文心5.1重要版本训练。若昆仑芯上市进程推进,将进一步强化百度在国产AI算力链条中的估值想象空间,也使其AI芯片业务从内部支撑工具转向独立成长资产。
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