Ai Cloud Surge and Strategic Innovations …

Q: Can management share the latest update to Baidu's AI overall strategy and the technology roadmap for 2025? Will Baidu continue to be the Foundation model like Ernie 5.0 and can you further reduce the inference costs? A: Robin Li, CEO, explained that Baidu focuses on an application -oriented approach for innovation and prioritized areas with real application value. Baidu plans to further develop the Ernie models, with the latest iterations having significant price reductions. The company will be hired the Ernie 4.5 series Open Source on June 30 to make the AI ​​more accessible and to explore new applications in the real world.

Q: What are the most important drivers for the strong growth of the cloud revenue in Baidu and how should we think about sustainability and the effects of US export restrictions on AI chips? A: Dou Shen, EPP, emphasized that the Ki -Cloud sales growth was due to the demand for genai and foundation models. The Enterprise Cloud, especially subscription -based income, is an important contribution. Despite the US export restrictions, Baidus Full-Stack-AI skills and scalable infrastructure enable the strong application development and inexpensive operating processes.

Q: What is the reasons for the acceleration of the AI ​​search transition and what are the expectations of the AI ​​monearization in the upcoming quarters? A: Rong Luo, EPP, explained that the improvement of the user experience has a top priority. AI-generated content generated in the search results increased significantly and the company is preparing for the AI ​​monearization tests. Baidu assumes that the AI ​​search will improve the monetization options, especially for long-tailed inquiries, despite potential short-term income purposes.

Q: How does Baidu see the competitive landscape in the Robotaxi room and what distinguishes Baidus RT6 from other vehicles? A: Robin Li, CEO, emphasized that Apollo Go is a worldwide leading provider of autonomous hailstery. The RT6 is a special autonomous level of level 4 with low costs. Baidu is expanding worldwide, exploring partnerships and expects Apollo to drive a long -term growth.

Q: How does Baidu Cloud business differ from competitors and which industries are the fastest AI acceptance? A: Dou Shen, EPP, found that Baidus distinguished AI skills and efficient infrastructure on the cloud market. The Qianfan platform supports a wide range of models and industries such as automobiles, financial services and public sector actively take on AI and position Baidu as a high-ranking cloud provider in the Ki era.

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This article first appeared on Gurufocus.