AI Index / Baidu, Inc.
Baidu, Inc. (BIDU)
Baidu, a leading Chinese technology company, integrates artificial intelligence (AI) across various facets of its operations. The company has developed the ERNIE (Enhanced Representation through Knowledge Integration) large language model, which powers applications such as ERNIE Bot, a generative AI product capable of tasks like literary creation, business writing, and complex mathematical calculations. In the AI Cloud segment, Baidu offers services that leverage AI for data analysis, visualization and other enterprise solutions. The company's autonomous driving initiative, Apollo Go, utilizes AI to enhance vehicle navigation and safety. Additionally, Baidu employs AI to improve its search engine capabilities, providing more accurate and relevant search results.
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Revenue from our core AI-powered business exceeded RMB 11 billion, accounting for 43% of Baidu General Business revenue.
- Yanhong Li
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Quotes from baidu Executives About Artificial Intelligence and Generative AI
AI became the new core of our portfolio. In 2025, we made substantial progress in scaling AI across our businesses, accelerating AI cloud growth, expanding robotaxi operations with improved unit economics and deepening AI integration into our mobile ecosystem.
- Yanhong Li
Our AI application portfolio is among the most comprehensive in the industry, combining AI-empowered flagship products with AI native offerings that unlock entirely new use cases.
- Yanhong Li
Collectively, these results demonstrate AI's growing contribution to Baidu's value creation and our ability to translate AI capabilities into scalable commercial impact.
- Yanhong Li
AI Cloud Infra gained strong traction through its highly efficient and cost-effective training and inference capabilities.
- Yanhong Li
Following the unveil of ERNIE 5.0 last quarter, we launched an updated version in January.
- Yanhong Li
We are pioneering AI applications to solve complex real-world problems for both individuals and enterprises.
- Yanhong Li
We integrated more MCP capabilities across key scenarios, including e-commerce, health care and local services.
- Yanhong Li
The robust growth was fueled by rapidly expanding enterprise AI adoption. As customers integrate AI into core operations, the unique value of our full stack end-to-end AI architecture becomes increasingly evident.
- Yanhong Li
One example is Yijian, our advanced visual intelligence platform. Yijian enables enterprises to automate operational compliance and safety checks through intelligent visual analysis.
- Yanhong Li
On the organizational front, we recently established the Personal Super Intelligence Business Group, or PSIG.
- Yanhong Li
As of February 2026, Apollo Go's global footprint reached 26 cities, demonstrating the scalability of our autonomous driving technology across diverse regulatory and operational environments.
- Yanhong Li
Ultimately, our mission is to harness AI to transform mobility, making it fundamentally safer, more affordable and more comfortable and improving how millions of people move, work and live.
- Yanhong Li
Underpinning our growth is the accelerating enterprise AI adoption.
- Dou Shen
Baidu's full stack end-to-end AI architecture is a key differentiator in capturing such opportunity.
- Dou Shen