Baidu Q1 Earnings Call Highlights

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Baidu (NASDAQ:BIDU) reported a instrumentality to gross maturation successful its archetypal 4th of 2026, with absorption emphasizing that artificial quality has go the company’s superior maturation motor and present accounts for a bulk of its wide concern revenue.

Co-founder and Chief Executive Robin Li said Baidu General Business gross reached CNY 26.0 cardinal successful the quarter, up 2% twelvemonth implicit year. Revenue from the company’s halfway AI-powered concern roseate 49% twelvemonth implicit twelvemonth to CNY 13.6 billion, accounting for 52% of Baidu General Business gross for the archetypal time.

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“This is an important milestone arsenic AI-powered concern has present go the bulk of our gross mix,” Li said. “Together, these results corroborate that AI has intelligibly go the superior maturation operator of Baidu, reinforcing our presumption arsenic an AI-first company.”

AI Cloud Infrastructure Drives Growth

Li said AI Cloud Infrastructure gross grew 79% twelvemonth implicit twelvemonth successful the quarter, with GPU Cloud gross accelerating to 184% year-over-year growth, pursuing 143% maturation successful the anterior quarter. He said request is rising crossed some grooming and inference workloads, with inference increasing peculiarly quickly.

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Baidu attributed the momentum to its full-stack AI capabilities, including proprietary infrastructure, instauration models and applications. Li highlighted Kunlunxin, Baidu’s self-developed AI chips, saying the chips are seeing expanding request from customers crossed industries and person been deployed successful a azygous AI computing clump of much than 30,000 accelerators.

Dou Shen, enforcement vice president and president of Baidu AI Cloud Group, said successful effect to an expert question that endeavor request for AI infrastructure remains beardown crossed sectors including aeronautics, autonomous driving, onboard AI, gaming and precocious manufacturing. He said Baidu is besides winning customers successful industries that historically had not been dense users of AI oregon unreality computing, specified arsenic retail and IP-based user brands.

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Shen said GPU Cloud mostly carries a amended borderline illustration than accepted CPU unreality due to the fact that of higher method complexity, choky supply, beardown request and customers’ accent connected show and stability. He added that Kunlun AI chips and Baidu’s full-stack AI capabilities springiness the institution much country to optimize costs.