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Tuesday 19 May 2026
Baidu says AI is now the majority of its business
Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model...
Tuesday 19 May 2026
Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness
Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization...
Monday 18 May 2026
South Korea's A2Z bets on autonomous buses as Waymo, Baidu's Apollo Go dominate robotaxi race

As Waymo in the US and Baidu's Apollo Go in China expand robotaxi services on public roads, South Korea's autonomous-driving industry...

Thursday 30 April 2026
China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure

After a widespread malfunction involving Baidu's Apollo Go robotaxi service in Wuhan left passengers stranded and disrupted traffic, Chinese...

Friday 20 March 2026
Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics
Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.
Thursday 19 March 2026
Column: OpenClaw ignites China's AI agent land grab
OpenClaw's "lobster-raising" wave is moving from developers into China's internet and software sectors at speed in early 2026. Unlike earlier large-model races centred on parameters...
Wednesday 18 March 2026
Tencent joins OpenClaw as sponsor after copy dispute, aligns with OpenAI and Baidu

OpenClaw founder Peter Steinberger accused Tencent of copying a GitHub open-source project without providing support, prompting Tencent...

Monday 16 February 2026
Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT

The Pentagon briefly published an updated list of Chinese companies alleged to have ties to the People’s Liberation Army, then withdrew...

Wednesday 4 February 2026
China's tech giants transform Lunar New Year into AI showdown
This year's Lunar New Year holiday is shaping up as an intense AI competition for China's tech industry. Unlike previous campaigns driven by payment platforms or e-commerce red envelope...
Friday 30 January 2026
Alibaba, Baidu advance IPO plans for AI chip subsidiaries
China's two largest technology companies, Alibaba and Baidu, have launched initial public offering (IPO) processes for their semiconductor design subsidiaries, a move widely seen as...
Friday 23 January 2026
Alibaba's T-Head Semiconductor reportedly eyes IPO amid China chip boom
Alibaba is reportedly planning to spin off its chip unit, T-Head Semiconductor, and pursue an initial public offering (IPO) to capitalize on the current surge in Chinese chipmaker...
Friday 2 January 2026
Baidu's AI chip unit Kunlunxin confidentially files for Hong Kong IPO
Baidu is moving forward with plans to spin off its AI chip unit, Kunlunxin, and list it in Hong Kong, highlighting the company's push for semiconductor self-sufficiency. On January...
Tuesday 16 December 2025
Baidu's Kunlunxin spinoff mirrors Google's TPU playbook
Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200...
Tuesday 9 December 2025
China's AI chip race nears US$275bn; Cambricon, Hygon lead the field
Baidu is considering a spin-off and listing of its AI chip unit Kunlunxin, a development that has quickly become a focal point in China's fast-moving GPU and AI semiconductor market...
Tuesday 9 December 2025
Baidu evaluates Kunlun chip spin-off for Hong Kong IPO, but offers no guarantee
Baidu has responded to reports that its in-house chip business, Kunlunxin, is planning a separate listing on the Hong Kong Stock Exchange by stating it is currently evaluating the...