Kunlunxin's Flagship M300 Set for Next Year as M100 Launches on Schedule

According to ChainCatcher, Baidu subsidiary Kunlunxin outlined its product roadmap at the opening of Baidu World 2026 on November 12, saying its M100 has launched on schedule and its flagship M300 is set to debut next year. The M100 targets cost-effectiveness, while the M300 features upgrades in computing power, storage and interconnect capabilities. Multiple chips based on a new N architecture are also planned for release by 2028 to serve different application scenarios. Baidu founder Robin Li said AI computing demand has shifted from primarily training to a balance of training and inference, with the growth of agent applications driving a surge in inference demand. He said inference will be a major long-term driver of AI chip growth.