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AI IntelligenceAug 21, 2026Primary Market
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Pandaily · Reported · Baidu

AI Now Makes Up Half of Baidu's Revenue: A 'New Baidu' Is Taking Shape: Baidu reported Q2 2026 revenue of RMB31.3 billion, with AI business revenue of RMB12.5 billion, up 25% and accounting for 50% of general business revenue for a second straight quarter. AI revenue from the Kunlun chip, ERNIE models, agent applications, and Apollo Go is now a core part of Baidu's business.

Frontier EditorialSource: Pandaily
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AI Now Makes Up Half of Baidu's Revenue: A 'New Baidu' Is Taking Shape: Baidu reported Q2 2026 revenue of RMB31.3 billion, with AI business revenue of RMB12.5 billion, up 25% and accounting for 50% of general business revenue for a second straight quarter. AI revenue from the Kunlun chip, ERNIE models, agent applications, and Apollo Go is now a core part of Baidu's business.

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