AI Cloud GrowthBaidu is poised to benefit from accelerated AI cloud adoption, given its strong distribution channels and foundation model capabilities.
Chip DevelopmentBaidu's self-developed Kunlun chips continue to gain traction with accelerated shipments to external customers, contributing to the country's broader push for AI chip self-sufficiency.
International ExpansionBaidu's Apollo Go received 50 additional autonomous driving trial licenses in Dubai, doubling its fleet size to 100, with plans to deploy over 1,000 robotaxis in Dubai by end-2027, marking a significant step towards commercialization in the Middle East.