Baidu Consolidates Consumer Platforms to Accelerate AI Strategy
Baidu's shares edged higher following the merger of its Wenku document library and Wangpan cloud storage service into a new AI-focused unit. The newly formed Personal Super Intelligence Business Group (PSIG) aims to leverage Baidu's vast content repositories and user base to drive AI commercialization.
The MOVE reflects Baidu's strategic pivot toward consumer AI as advertising revenue growth slows. PSIG combines two of China's largest digital platforms, creating infrastructure for AI tool development and third-party integrations. Monetization potential remains the critical unknown—can subscriptions and developer ecosystems offset declining core revenues?