Can AI Chip Design Help Baidu And Alibaba Unlock Shareholder Value?
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KraneShares233 FollowersFollow5ShareSavePlay(9min)CommentsSummaryIn the age of AI, hardware is crucial. Large language models (LLMs) and other AI systems demand extreme amounts of computing power.Baidu and Alibaba represent full-stack AI ecosystems, generating value across models, cloud, and now semiconductors.T-Head and Kunlunxin are both fabless semiconductor companies, meaning they do not manufacture their own chips.Baidu has already filed for a Hong Kong IPO of Kunlunxin. However, Alibaba has not indicated any intended change for T-Head within its corporate structure. Jonathan Kitchen/DigitalVision via Getty Images By Henry Greene In the age of AI, hardware is crucial. Large language models (LLMs) and other AI systems demand extreme amounts of computing power. Seemingly, the only limitation to their development is the quantity and quality of the chipsThis article was written byKraneShares233 FollowersFollowKrane Funds Advisors, LLC is the investment manager for KraneShares ETFs. KraneShares offers innovative investment solutions tailored to three key pillars: China, Climate, and Uncorrelated Assets. Our team is determined to provide industry-leading, differentiated, and high-conviction investment strategies that offer access to key market trends. Our mission is to empower investors with the knowledge and tools necessary to capture the importance of these themes as an essential element of a well-designed investment portfolio.