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…