Baidu joins Alibaba in raising its prices for its AI computing power-related services by ~5% to 30% and its parallel file storage system by 30% from April 18
The Chinese firms' price increases are ‘a reasonable response to evolving market conditions’, says IDC China analyst Cui Tingting
Baidu is integrating OpenClaw with its Xiaodu devices to work as voice-controlled remotes, joining Tencent and Alibaba in racing to capitalize on agentic AI
Baidu Inc. is betting on the breakout success of OpenClaw to offset a decline in its core business.
Alibaba says it will spend ~$431M in a Lunar New Year campaign from February 6 to attract users to its Qwen AI app, above Tencent's ~$143.7M and Baidu's ~$71.8M
Alibaba (9988.HK) said on Monday it will spend 3 billion yuan ($431 million) to attract users to its Qwen AI app during the Lunar …
Sources: Baidu's Ernie Assistant passes 200M MAUs, as competition intensifies among Chinese tech giants in AI; Ernie is linked to apps like JD.com and Meituan
Ernie Assistant is integrated into its flagship Baidu search-engine app and on personal computers
Baidu's stock closed down 7.21% in Hong Kong on November 14 after Ernie 5.0 underwhelmed investors, denting hopes for the company to regain ground lost to peers
Baidu Inc. shares fell by the most in seven months as the newest version of its artificial intelligence model underwhelmed investors …
Baidu says that its Apollo Go robotaxi hit 250K weekly ride orders globally as of October 31, on par with Waymo reporting 250K weekly paid US rides in April
BEIJING — As Baidu ramps up its robotaxi operations worldwide, fully driverless weekly rides as of Oct. 31 have now surpassed 250,000 orders …
Analysis: Chinese robotaxi companies like Baidu and WeRide are outnumbering their US rivals with more projects progressing from testing to commercialization
Linda Lew / Bloomberg :
Sources: Alibaba and Baidu have begun using their own internally designed chips to train their AI models, partly replacing AI chips made by Nvidia
Trouble Ahead for Nvidia? Deborah Sophia / Reuters : Alibaba, Baidu begin using own chips to train AI models, The Information reports Anton Shilov / Tom's Hardware : Top China silicon figure calls on ...
Analysis: Baidu's stock is trading at a forward P/E ratio of ~9.7, the lowest of any profitable Hang Seng Tech Index company, amid AI competitiveness concerns
Jeanny Yu / Bloomberg :
Baidu CEO Robin Li says demand for text-based models like DeepSeek's is “shrinking” and claims its model had a higher propensity for “hallucinations”
Eleanor Olcott / Financial Times :