Baidu and Huawei Lead GPU Cloud Market as China’s AI Chip IPOs Surge
TLDR
- Baidu and Huawei held a combined 70.5% share of China’s GPU cloud market in H1 2025.
- Baidu leads with 40.4%, leveraging its Baige platform and Kunlunxin chips, which shipped 70,000 units in 2024.
- Huawei follows with 30.1%, focusing on full-stack development from chip design to cloud services.
- Kunlunxin launched M100 and M300 AI accelerators to enhance inference and large-model training performance.
- AI chipmakers Biren, Moore Threads, MetaX, and Enflame are advancing IPO efforts in line with China’s tech self-sufficiency goals.
Baidu and Huawei accounted for over 70% of China’s GPU cloud market in H1 2025, according to Frost & Sullivan. The report tracked providers offering full chip-to-cloud solutions, including proprietary GPUs, computing clusters, and cloud services. Baidu led with 40.4%, followed by Huawei at 30.1%, showing fast growth in domestic AI chip adoption.
Baidu and Huawei Expand Control Across the AI Stack
The South China Morning Post details the report, and the findings show that Baidu and Huawei are leveraging in-house chips to power large-scale GPU cloud services in China. These platforms integrate AI chips into large computing clusters, offering full-stack solutions for training and inference workloads.
The report said, “They are integrating thousands or tens of thousands of self-developed chips into a single, massive virtual computing resource pool.” Baidu’s lead comes from combining its Baige AI platform with Kunlunxin chips, which shipped nearly 70,000 units in 2024. Huawei followed with continued investment in similar vertical integration across chip design and deployment.
The domestic GPU cloud market remains limited to a few vendors with large-scale capabilities due to ongoing constraints in hardware and software. Frost & Sullivan highlighted issues such as “system integration, hardware performance, and software ecosystems” that continue to challenge many local players. However, the report said Chinese GPUs are shifting from “strategic backups” to “core pillars” in the AI industry.
Chinese AI Chipmakers Push Forward With IPO Plans
Baidu recently confirmed it had confidentially filed for a Hong Kong IPO of Kunlunxin, its AI chip subsidiary founded in 2012. The chip unit has operated independently in recent years, releasing two new AI accelerators, the M100 and M300, in November. Baidu stated that the M100 enhances inference for mixture-of-experts models, while the M300 supports large multimodal models.
Shanghai-based Biren Technology began trading last week in Hong Kong after raising $720 million in its IPO. Moore Threads and MetaX Integrated Circuits also completed strong listings on Shanghai’s Star Market last month.
Enflame, another Shanghai GPU developer, completed its IPO tutoring process and is progressing toward listing. All these moves align with Beijing’s strategy to support local chip development. The market continues to see active expansion from companies across the AI and semiconductor sectors.
The post Baidu and Huawei Lead GPU Cloud Market as China’s AI Chip IPOs Surge appeared first on Blockonomi.
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