Could be better in the future

Could be better in the future but not promised now.

Robotaxis + AI Infra: Is Baidu’s AI Story Underpriced?

Baidu surged 9%. Baidu AI Cloud has launched an integrated “Cloud + AI” solution for the consumer electronics industry, covering everything from chips and frameworks to platforms, aiming to build a full-stack AI infrastructure—spanning AI Infra and Agent Infra—designed for mass production. Meanwhile, U.S. ride-hailing platforms Uber and Lyft announced partnerships with Baidu to pilot robotaxi services in the UK starting in 2026. Is it building Its own Google-Style AI loop? Alibaba, Tencent, or Baidu, who can achieve AI loop first in China? Is Baidu still undervalued?

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