Yanhong Li on AI chips
From Live: How will AI shape our life and future? Find the answer at Baidu World 2021 · · CGTN
“Today I would like to release the latest achievement of the chip that is the Kunlun 2 chip. Back in 2018 we're able to release the first version the version one Kunlun chip and we keep up with our work and today we are able to release the Kunlun 2 chip.”
On , Yanhong Li, Co-Founder, Chairman & Chief Executive Officer at Baidu, spoke about AI chips during Live: How will AI shape our life and future? Find the answer at Baidu World 2021 on CGTN.
About Yanhong Li
During Baidu's first quarter 2026 earnings call on April 21, Yanhong Li reported that the company's core AI-powered business accounted for 52% of Baidu's general business revenue for the first time, which he described as an important milestone. He stated that the company is confident in the long-term profitability trajectory of its cloud business, noting that as GPU cloud takes a larger share of total cloud infrastructure revenue, blended margins for cloud are expected to improve structurally. Li also said Baidu would continue to balance long-term AI investment with shareholder returns, referencing a new buyback program and the introduction of a first dividend policy. Li and other executives discussed strong momentum in Baidu's cloud and AI infrastructure business, with customers moving beyond training models to running AI across more parts of their businesses. They noted that Baidu's Kunlun chip platform is seeing strong traction and that the company has expanded its model library to include in-demand models like DeepSeek, GLM, and MiniMax. Executives emphasized that domestic chips like Kunlun are becoming increasingly relevant for inference workloads, and that demand is broad-based across verticals including autonomous driving, embodied AI, gaming, and advanced manufacturing.