具身智能观察

AI Now Makes Up Half of Baidu's Revenue: A 'New Baidu' Is Taking Shape

产业动态

来源:Pandaily发布时间待核实

Baidu reported 31.3 billion yuan in Q2 2026 revenue, with AI business revenue of 12.5 billion yuan, up 25%, accounting for 50% of general business revenue for a second straight quarter. From the Kunlun chip and ERNIE models to agent applications and Apollo Go, Baidu's AI story is shifting from investment to a concentrated harvest.

AI Now Makes Up Half of Baidu's Revenue: A 'New Baidu' Is Taking Shape | 具身智能观察