➀ Google's Pixel 10 series is expected to have significant upgrades due to the company's plan to switch to TSMC for chip production.

➁ Tensor G5 and Tensor G6 chip codenames are Laguna and Malibu, respectively.

➂ The G6 chip is expected to be based on TSMC's 2nm process, offering better graphics computing performance and improved energy efficiency.

➀ Nvidia and Google are discussing the use of RISC-V architecture at the RISC-V Summit;

➁ Nvidia has been using RISC-V CPU architecture for nine years and will have a 20-minute keynote speech at the summit;

➂ Google employees, including Cliff Young, the designer of TPU, will discuss the advantages of RISC-V in AI chips;

➃ RISC-V is gaining influence as companies seek cheaper and faster CPU design methods;

➄ Apple is also using RISC-V microcontrollers in its M series CPUs;

➅ RISC-V is trying to capture a market tired of proprietary options like x86 and ARM;

➆ Omdia predicts that by 2030, the shipment of RISC-V processors may reach 17 billion, with about 46% for automotive use;

➇ RISC faces challenges such as security issues and political concerns;

➈ Alibaba has released a new chip for embedded devices with many new security extensions;

➉ Some companies have discussed selling RISC-V chips, but manufacturing issues will not be widely discussed at the summit.

➀ Baidu's revenue has grown by 51% from 2020Q1 to 2024, with a profit margin of 27% in the second half of 2024.

➁ Baidu's core business includes online marketing and other core businesses such as intelligent cloud, autonomous driving, and mobile ecology.

➂ Google's revenue growth rate in advertising business over five years is about 128%, significantly ahead of Baidu's 50%.

➃ Google's cloud business grew by more than 272%, followed by YouTube advertising and Google search advertising.

➄ Baidu's research and development investment rate is higher than most Chinese Internet companies, but its revenue growth rate has fallen behind.

➅ The market is not optimistic about the ancient AI giants due to unclear 'technology gold cross' and the curse of 'crown'.

➆ Baidu's search as a traditional leader lost traffic barriers in the mobile era, and its technology route has not yet broken through the cycle blockade.