BREAKING
Baidu CFO details full-stack AI plan
Owning every AI layer
1
Kunlunxin chips
↓
2
Ernie models
↓
3
Cloud
↓
4
Apollo Go
0
T+
parameters
0
%
activated
0
+
benchmarks
0
M
Q1 2026 rides
0
M+
cumulative trips
0
cities
Scale gains, safety strains
Momentum
Growth
●
Weekly rides peak 350,000
●
Up 120% year on year
●
190M+ driverless km
Challenges
Risk
●
Wuhan outage halted 100+ cars
●
China suspended new permits
●
Reliability still uneven
Can vertical AI become revenue?
AI NEWS BLITZ
Baidu's finance chief lays out a full-stack AI strategy spanning chips, models and robotaxis.