Source: Kunlun Chip
Following the 280 billion Chip Act, which threatens and induces chip giants to "choose one of two" between China and the United States and implements export control of EDA software, the United States cut off supply of high-end GPU chips to China, which may be a surprise. Influencing scenarios such as supercomputing centers, AI training, cloud computing server , this announcement triggered a dual earthquake in the two industries of artificial intelligence and chip semiconductors, and "domestic substitution" has become a general trend.
" Kunlun Chip 3 will be mass-produced in early 2024 and will become a replacement product for domestic high-end chips ." On September 6, Baidu Group Executive Vice President and President of Intelligent Cloud Business Group Shen Dou revealed that as of now, Baidu "Cloud Intelligence Integration 3.0" The Kunlun core of the AI IaaS layer has mass-produced tens of thousands of pieces, achieving large-scale commercialization.
"
The world's largest AI computing power market
"domestic substitution" first stop?
In the past five years, the average scale growth rate of China's computing power industry has exceeded 30%, and the total computing power Ranked second in the world. Moreover, China It is the world's largest AI computing power market, but about 90% of the AI computing power market is divided by mainstream overseas manufacturers. The core of
computing power center is the high-efficiency general computing chip. According to Ouyang Jian, CEO of Kunlun Chip Technology, every year The market growth rate is between 40% and 50%, and the demand will become increasingly large.
Since the beginning of this year, Kunlun Chip has intensively won multiple large orders.
Recently, Baidu Smart Cloud -Kunlun Chip (Yancheng) The Intelligent Computing Center was launched in Yancheng, Jiangsu, with a computing power scale of 200P. This Intelligent Computing Center uses Kunlun Core as the computing power base to build Baidu Baige heterogeneous computing platform, artificial intelligence algorithm platform, vision engine platform, and artificial for Yancheng . Four functional platforms such as intelligent applications radiate to the Yangtze River Delta region and provide computing power, data and algorithm services for AI application scenarios. The
model has become the current trend of AI, and Baidu Wenxin, Huawei Ascend AI and others are promoting the big picture. Model, AI model research and development has moved from manual workshops to industrialization. In March this year, Kunlun Chip won the tens of millions of AI orders from the Beijing Laboratory Service and Assurance Center. After the AI server equipped with Kunlun Chip's second-generation product was launched, A big model has been set up for the "training" of new R&D institutions that Beijing supports.
At present, the procuratorate should also build a super computing power base to improve its procuratorial work, localization of computing power, deployment experience, computing power performance, algorithm suitable The ability to match is an important consideration. In October last year, Kunlun Chip won a provincial judicial system with a comprehensive smart procuratorial platform project of tens of millions of yuan.
Previously, a "super computer" from the Dianjun District of Yichang City, Hubei Province entered the ordinary From the public's perspective, people can protect the safety of the Lantern Festival fireworks party viewing area in real time, and monitor illegal fishing on the 60-kilometer Yangtze River main stream. The "super computer" has a maximum computing power of 512,000 trillion times per second, equivalent to 500,000. When a computer runs at the same time, its "brain" is Kunlun Chip.
industry insiders believe that the biggest threshold for computing chips is not hardware, but software. If does not have a supporting software ecosystem, it will be difficult to form a large-scale application. This is also the reason why many domestic AI chip companies are difficult to obtain recognition.
"It is actually not difficult to make a chip. What is difficult is that the maturity and ease of use of the supporting software stack cannot be accepted by actual business scenarios, and the performance of the product can It cannot truly improve business efficiency. Kunlun Chip is the only chip in the domestic market that has been tempered and verified by large-scale core algorithms in the Internet. "Song Chunxiao, CEO of Kunlun Chip Technology, believes that this is one of Kunlun Chip's core competitiveness. "I have tried the hardest scene and proved the product strength and commercial value of all aspects of software and hardware."
with Baidu Taking various core businesses such as search and commercialization as an example, Kunlun Chip's solution performance has been increased by more than twice as much as the original solution, replacing more than 10,000 pieces of original AI acceleration cards and related servers, saving hundreds of millions of fixed capital investment . What is the level of mass production of tens of thousands of films in
? Looking at the domestic market, there are only three cloud AI chip companies that have implemented more than tens of thousands of films. In addition to Kunlun Chip, there are only Huawei and Cambrian . "Last year we reached a revenue scale of 100 million", Song Chunxiao emphasized.
" From the history of the past 10 years, whether it is cloud computing or earlier mobile Internet, PCs, and mainframes, equipment suppliers and chip suppliers in every era will face a reshuffle of ." Ouyang Jian in 2022 WAIC The chip forum stated that in the grand industrial direction, it is important for startups to grasp the "dual drive" model of scenarios and technological innovation.
"
0 self-developed road 100% self-developed architecture
Industry insiders often say that chips are an industry that needs to endure loneliness. For Kunlun Chip, the self-developed road of more than 10 years has come to this day in " The confidence in front of domestic substitution.
Kunlun Chip was born from Baidu's smart chips and architecture department and was the earliest chip company in China to deploy the field of AI acceleration.
At that time, huge data processing became the core driving force for Baidu's self-developed chips. Kunlun Chip The first generation of AI chips were mass-produced as early as 2020, and more than 20,000 pieces were deployed in Baidu search engine, Xiaodu and other businesses.
In April 2021, Kunlun Chip completed independent financing, with a first round of valuation of 13 billion yuan, and 6 years in the same year. Monthly spin-off and established Kunlun Chip (Beijing) Technology Co., Ltd. Two months later, Kunlun Chip's 2nd generation AI chip was announced to be mass-produced, mainly deployed in Baidu's ecological businesses such as Baidu Search and Xiaodu, as well as customers in the financial and industrial industries.
Kunlun core 2nd generation adopts a 7nm process. The biggest breakthrough is that it is equipped with 100% self-developed second-generation Kunlun core XPU architecture. Kunlun core defines it as a new generation computing architecture after general GPU (GPGPU). Compared with Kunlun Chip 1st generation, the performance of the second generation product is 2-3 times higher. Moreover, since this architecture comes from the demand for AI scenarios, it has reached a high level of versatility and ease of use, and has already matched the A number of domestic general-purpose processors, domestic operating systems, domestic AI frameworks, etc. have completed end-to-end adaptation, and the country has been fully developed.
is not inferior to the mainstream GPU chips in the industry. Taking Kunlun Chip AI Acceleration Card R200 as an example, After actual testing of business scale deployment, the average throughput performance is 1.5 times that of the mainstream 150W GPU in the industry. The most important thing is that the cost-effectiveness is better than that of the same-level foreign products. In the industrial quality inspection scenario, it can replace non-domestic chips, and the cost is directly reduced by 65%. %.
In the smart factory where Kunlun core products are deployed, the quality inspection machine can automatically detect the size, position and shape of defects on the surface of the object, and even tiny defects cannot be escaped. The key is that this quality inspection machine can handle 24 at the same time The model takes only 480 milliseconds to process all the processes, and the missed detection rate is controlled within 0.1%.
was born in Baidu, which is a huge advantage for Kunlun Chip. Baidu's own business has tempered Kunlun Chip on the Internet. Application capabilities, and with Baidu's comprehensive capabilities in frameworks, large models, etc., Kunlun Chip also has a complete ecological architecture. "Apart from Baidu, there is no cloud manufacturer in China that can have a leading position in every layer. Self-developed technology, products and ecology. "Shen Dou said at the 2022 Intelligent Economy Summit Forum that Baidu's Kunlun chip, deep learning framework Paddle paddle and Wenxin big model at the AI IaaS layer have enabled Baidu to form "chip-frame-big model-industry application" A set of intelligent paths that form a closed loop.
Kunlun Chip has been seeking business implementation outside Baidu and has made frequent new progress. According to public information, Kunlun Chip has also completed a new round of financing in a low-key manner. It is revealed , the progress of a new round of financing will be disclosed in the near future.
Author/IT Times reporter Sun Yan
Editor/Kicked girl
Typesetting/Ji Jiaying
Picture/Kunlun Xinfang IChat 1 Source/IT Times official account vi ttimes
