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?