"We believe inference will become the primary driver of sustained, long-term growth in AI chips," Robin said at Baidu World 2026, as the growing use of AI agents drives demand for inference.

Kunlunxin's M100 launched as planned, delivering cost-effective inference. Next on the roadmap:

• The flagship M300 is expected to ship in 2027, bringing advances in compute, memory and interconnection
• Additional chips built on a new architecture are expected to roll out in 2028, tailored to different application needs