Baidu’s AI Revenue Surges 50% as China Accelerates ‘AI Plus’ Industrial Push
Baidu’s artificial intelligence revenue jumped to RMB 10 billion ($1.4 billion) in Q3, marking a 50% year-on-year increase as Beijing prioritizes AI integration across industries. CEO Robin Li positions the company as a cornerstone of China’s industrial modernization, aligning with national goals of technological self-sufficiency.
The ERNIE ecosystem expands aggressively—API pricing adjustments, cloud migrations, and partner onboarding reshape enterprise AI adoption. Yet margins face pressure despite heavy investment, signaling the cost of maintaining leadership in China’s intensifying AI race against Alibaba and Tencent.