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?

avatarkoolgal
06:29

The Sleeping Giant Awakens: Is Baidu the Ultimate AI Flywheel?

🌟🌟🌟It is official - the "Google of China" is no longer just a search engine.  $BIDU-SW(09888)$  $Baidu(BIDU)$  is a full stack AI powerhouse.  Following a massive 9% surge at the end of 2025, Baidu has kicked off in 2026 by proving it has the vision to rival the best of Silicon Valley. The "Google Style" AI Loop Yes, Baidu is effectively building its own Google style AI Flywheel.  By launching an integrated Cloud + AI solution that spans from custom Kunlun chips to ERNIE foundation models, Baidu is creating a self sustaining ecosystem where every layer feeds the next. The Backbone:  Baidu's new infrastructure for
The Sleeping Giant Awakens: Is Baidu the Ultimate AI Flywheel?
Some people still does not have confidence in china stocks. Give it sometimes but it can't surpass Tesla in the short term.
avatarxc__
12-30 23:05

🚀 Baidu's AI Empire: Robotaxis Roaring In, But Is This Tech Titan Still a Steal? 🔥

$Alibaba(BABA)$ $TENCENT(00700)$ $Baidu(BIDU)$ Baidu's shares just exploded upward, fueled by blockbuster moves in AI infrastructure and autonomous driving that could redefine China's tech dominance. Picture this: a seamless "Cloud + AI" powerhouse tailored for consumer electronics, stacking chips, frameworks, and platforms into a beast ready for massive scale production. This isn't just hype—it's a full-spectrum setup spanning core AI foundations to intelligent agents, primed to crank out efficiencies like never before. 🌟 Now, toss in the game-changer: Uber and Lyft teaming up with Baidu to unleash robotaxi fleets across UK streets come 2026. These aren't dista
🚀 Baidu's AI Empire: Robotaxis Roaring In, But Is This Tech Titan Still a Steal? 🔥
avatarShyon
12-31 08:50
From my perspective, Baidu’s $BIDU-SW(09888)$ 9% surge reflects growing recognition of its AI direction. The “Cloud + AI” launch is meaningful because it’s full-stack—from chips and frameworks to AI Infra and Agent Infra—built for mass deployment. This frames Baidu as an AI infrastructure player, not just an application or search company. The robotaxi angle strengthens the story. Partnerships with Uber and Lyft for UK pilots show Apollo’s global potential. Autonomous driving creates a powerful AI loop: real-world data improves models, better models accelerate deployment, and scale reduces costs. Comparing $Alibaba(0998
avataramodadhikari
12-30 21:00
Could be better in the future but not promised now.