智通财经APP获悉，百度集团-SW(09888)高开逾3%，截至发稿，涨3.05%，报135港元，成交额1.34亿港元。
消息面上，根据昆仑芯科技官方微信公众号，昆仑芯中标中国移动集采项目十亿级订单。在中国移动2025年至2026年人工智能通用计算设备（推理型）集中采购项目的“类CUDA生态”的标包1、标包2和标包3，基于昆仑芯的AI服务器产品中标份额分别为70%、70%和100%。此次，昆仑芯中标中国移动的集采项目，反映了其应用场景由科技公司内部自用为主逐渐拓展至电信等场景。
公开资料显示，昆仑芯科技公司的前身为百度智能芯片及架构部，于2021年4月完成独立融资。目前，昆仑芯已完成两代通用AI芯片系列产品的量产及落地应用。据悉，百度基于“昆仑P800”加速卡的规模化集群已进入新版文心一言的训练试验，训练效率和能效比接近国际先进水平，进一步验证了昆仑芯在训练场景的可用性。
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