Baidu

Depending on the metric, each player can claim the lead, but the truer test may be how many customers stay and pay.

Wang Zhan steps in as co-CEO, betting on Sunrise to develop chips that can take on Nvidia.

Investors welcomed the move as a sign that Baidu can fund growth without straining cash flow.

Its new search interface is part chatbot, part creative tool, and part concierge, but whether users will embrace it at scale remains an open question.

With Ernie 4.5 and X1, Baidu is betting on affordability to speed up AI adoption in China.

The Chinese tech giant says its latest Ernie model outperforms GPT-4.5 while costing just 1% as much.

Despite a sharp decline in AI inference costs, Baidu’s CEO cautions that the industry still lacks a breakthrough app to justify massive spending.

Tech giants like Baidu are moving beyond the hype of large models, focusing on practical AI tools that deliver real-world value.