Baidu Targets Enterprise Cloud Market with a Raft of Industry-Specific AI Agents
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Chinese tech giant Baidu is intensifying its push into the enterprise cloud market with a suite of industry-specific artificial intelligence (AI) agents designed to deeply integrate AI into business operations across sectors such as energy, healthcare, transportation and automotive..
The company recently unveiled its new lineup of AI agents tailored for vertical industries including transportation, automotive, medical and environmental services. The rollout underscores Baidu’s intent to use intelligent cloud services as a strategic entry point into China’s enterprise market amid growing demand for AI-driven infrastructure.
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- Baidu is expanding its enterprise cloud market presence with new industry-specific AI agents for sectors like energy, healthcare, and transportation.
- Baidu's AI cloud revenue increased by 42% year-on-year to 6.7 billion yuan ($930 million) in the first quarter, representing 26% of its core revenue.
- Baidu has deployed its Kunlun P800 AI chips, with a 30,000-card cluster powering large language model training.
- Baidu
- Baidu is a Chinese tech giant focusing on enterprise cloud computing with AI agents for various sectors like energy, healthcare, and automotive. They utilize their P800 AI chips and offer AI products to 65% of China's state-owned enterprises. Baidu's Ernie models (4.5 and X1) are notable, with the company claiming superior performance to OpenAI's GPT-4.5 at significantly lower costs.
- Changan Auto
- Changan Auto, a Chinese automaker, has a brand called Deepal. Deepal has partnered with Baidu Cloud to launch an intelligent in-car assistant. This AI agent provides personalized entertainment and educational content for children during car rides.
- February 2025：
- Baidu activated a 10,000-card cluster of Kunlun P800 AI chips.
- March 2025：
- Baidu released its new large-scale pretraining model Ernie 4.5 and inference model X1.
- First quarter of 2025：
- Baidu’s smart cloud revenue rose 42% year-on-year to 6.7 billion yuan, comprising 26% of core revenue, and operating profit margin for the unit surpassed 10%.
- First-quarter 2025 earnings call：
- Shen Dou stated enterprise cloud services now drive most of Baidu’s AI cloud growth.
- By April 2025：
- Baidu expanded the Kunlun P800 chip cluster to 30,000 cards in Ningxia.
- By late April 2025：
- Baidu introduced upgraded versions — Ernie 4.5 Turbo and X1 Turbo.
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