According to @CNBC, Baidu is emerging as a major AI chip player in China to fill the Nvidia gap (source: CNBC). This characterization signals a potential shift in domestic AI compute supply that equity traders may use to reassess exposure to China AI names, with BIDU and peers in focus; the post does not provide financial metrics or timelines (source: CNBC). The source does not mention cryptocurrencies, so no direct crypto market impact is cited (source: CNBC).