Thanks so much for this analysis - it is super helpful. Quick question regarding where you got the information for the specs. You mentioned that Kunlunxin uses a VLIW architecture instead of GPU design, GDDR7 instead of 7nm, and SMIC 7nm manufacturing. I thought Samsung was Baidu's foundry partner but, I could be wrong. I have found it difficult to find specs on the P800.
Good catch. GDDR6 is correct, not GDDR7. That was my error.
On Samsung: they fabbed first-gen Kunlun on 14nm. Gen 2 moved to TSMC 7nm. For P800, after TSMC and Samsung were restricted from supplying Chinese AI chipmakers in late 2024, current production likely uses SMIC's 7nm.
P800 specs are hard to find. Most comes from Baidu conferences, Chinese securities research, and industry newsletters. No official datasheet exists.
On architecture: XPU isn't a GPU design, and calling it "VLIW" oversimplifies it. It's Baidu's proprietary many-small-core architecture.
Thanks so much for this analysis - it is super helpful. Quick question regarding where you got the information for the specs. You mentioned that Kunlunxin uses a VLIW architecture instead of GPU design, GDDR7 instead of 7nm, and SMIC 7nm manufacturing. I thought Samsung was Baidu's foundry partner but, I could be wrong. I have found it difficult to find specs on the P800.
Good catch. GDDR6 is correct, not GDDR7. That was my error.
On Samsung: they fabbed first-gen Kunlun on 14nm. Gen 2 moved to TSMC 7nm. For P800, after TSMC and Samsung were restricted from supplying Chinese AI chipmakers in late 2024, current production likely uses SMIC's 7nm.
P800 specs are hard to find. Most comes from Baidu conferences, Chinese securities research, and industry newsletters. No official datasheet exists.
On architecture: XPU isn't a GPU design, and calling it "VLIW" oversimplifies it. It's Baidu's proprietary many-small-core architecture.
Thanks for the technical rigor.