baidu

On November 12, at the opening ceremony of Baidu World 2026, Kunlun Chip, a subsidiary of Baidu, introduced its next product plans. The M100 has been launched as scheduled, and the M300 will be released next year.Among them, the M100 focuses on extreme cost performance; the flagship M300 has made comprehensive capability leaps in multiple dimensions such as computing power, storage, and connectivity. In addition, by 2028, multiple chips based on the new N architecture will also be launched to match differentiated application scenarios.Baidu founder Robin Li stated at the conference that the demand for AI computing power has shifted from being primarily training-focused to balancing both training and inference. The scaling of intelligent applications has driven a massive explosion in inference computing demand, "inference will become the main driving force for the long-term sustained growth of AI chips."

On November 12, at the Baidu World 2026 Conference, Baidu released the Tianchi 1024 card super node, which is planned to be launched next year. This super node uses optical engine technology to achieve full optical interconnection, supports collaboration of 1024 cards, with inter-card bandwidth increased by 3 times compared to the previous generation, training performance improved by 2.5 times, and inference performance enhanced by 3 times.The accompanying G3.5 KV Cache video memory acceleration cabinet can double the long context inference performance, reduce the first token waiting time by 90% in multi-turn dialogue scenarios, and increase overall throughput by 7 times. A single super node can support the training of large models with 50 trillion parameters, and can be scaled up to a cluster of 500,000 cards.This product was originally scheduled for release in 2028, but this announcement has moved the timeline forward by a year. On the same day, Baidu founder Robin Li revealed that the flagship Kunlun chip model M300 will also be launched next year.

According to the Science and Technology Innovation Board Daily, at the opening ceremony of Baidu World 2026, Baidu founder Robin Li stated that the iteration speed of models is very fast, with more than one new model released almost every day in the first nine months of this year. At the same time, the demand for model invocation has experienced a huge explosion, leading to the emergence of a batch of token transfer stations. To this end, Baidu launched the large model trading platform, Token Exchange.Robin Li stated that Token Exchange is a marketplace for large models, aiming to gather high-quality models and model providers, allowing enterprises and even individuals to easily find, purchase, and use reliable model tokens. Since its launch a month ago, over 100 supply resources have settled in Token Exchange, with an average daily invocation exceeding 50 million times and an average daily token invocation surpassing 700 billion.

On November 12, Baidu founder Robin Li stated at the opening ceremony of Baidu World 2026 that the decade from 2016 to 2026 is the decade when artificial intelligence technology forms an independent technology stack, and the "Chip Cloud Model" four-layer architecture gradually takes shape during this period. He predicts that the next chapter of artificial intelligence is intelligent organizations, which differ from the current hierarchical system of AI-native organizational structures. "If artificial intelligence is the new electric power, then intelligent organizations are the new factories of the AI era, where true productivity occurs."Robin Li proposed the "Three Principles of Organizational Evolution": breaking down job boundaries to unleash organizational vitality; accumulating tacit knowledge to build organizational intelligence; designing closed-loop processes to promote organizational evolution. He believes that future jobs will not disappear but will converge, roughly divided into two categories: Builders responsible for creating new things, and Sellers responsible for interpersonal communication and trust-building.According to his disclosure, in the past year, the average daily active intelligent agents within Baidu grew from 5,000 to 37,000, with the number of effective tasks completed by intelligent agents per week increasing from 84,000 to over 1 million, and 4,300 Workspaces have been established, accumulating over 20,000 organizational Skills.

Tencent officially launched an independent search website "Yuanbao Search" (so.qq.com), competing with Baidu and Google. The website defaults to AI search, allowing users to receive complete answers and reference sources after inputting questions, and supports follow-up inquiries. It also retains traditional web search and provides search entry points for public accounts, video accounts, images, and academic content.Currently, there have been instances where inputting keywords in Sogou Search directly redirects to the Yuanbao Search results page, and the latest version of QQ Browser also supports setting Yuanbao Search as the search engine. Tencent is gradually integrating existing search entry points into Yuanbao.The last self-developed search by Tencent dates back to "Soso," launched in 2006, when it brought in technical executives like Wu Jun from Google. In 2013, Tencent merged Soso's search business into Sogou, investing $448 million to acquire a 36.5% stake in Sogou; in 2021, it completed a full acquisition of Sogou. Starting in 2024, Tencent will promote Yuanbao AI Search, integrating WeChat Search and Sogou Search, and will open search capabilities to enterprises and developers in 2025. In October of this year, the service was renamed "Yuanbao Search," supporting API, MCP, and Skill integration. Official data shows that Yuanbao Search has an index of over 100 billion, with an average daily call volume of hundreds of millions, supporting more than 50 internal businesses such as Tencent Video, ima, and WorkBuddy.

According to IT Home, Baidu's Wenxin large model has released ERNIE 5.5 Flash Preview, which is the first post-training version based on the previously released Base model. This model has a total of 280 billion parameters, with 14 billion active parameters, and supports 1 million contexts. The official claims it performs excellently in programming, 3D modeling, knowledge work, content creation, and more.ERNIE 5.5 Flash Preview balances intelligence level and inference efficiency, achieving competitive scores in multiple benchmark tests while maintaining a fast decoding speed. The model API has been launched on the Qianfan platform, and the weights will be open-sourced before November 25.Baidu stated that this model is an intermediate version in the post-training process. Although it has achieved competitive performance among models of the same size, there may still be some capability deficiencies due to insufficient training. Post-training is still ongoing and will be optimized in the subsequent official version.

Baidu has open-sourced the ERNIE-5.5-Flash-Base model weights. Following the release of the ERNIE 4.5 series in June 2025, Baidu has once again open-sourced a large model with hundreds of billions of parameters after approximately 16 months, during which the ERNIE 5.0 and 5.1 versions were not open-sourced. The ERNIE 5.5 Flash focuses on inference efficiency, with a total of 280 billion parameters, activating only 14 billion parameters for each generated token, and using 33.5 trillion tokens for zero pre-training.This model supports a maximum inference context of 1 million tokens. Baidu has redesigned the long text processing mechanism, with 37 out of 43 layers compressing every 128 historical tokens into a single cache record, while the remaining 6 layers retain fine retrieval capabilities for the original content, reducing the memory and computational overhead of long text processing. The official evaluation was conducted in conjunction with DeepSeek-V4-Flash-Base, Tencent Hy3-preview-Base, and Xiaomi MiMo-V2.5-Base, ranking first in 24 out of 30 benchmark tests.What is being opened this time is a pure text Base model that has not undergone intermediate training or post-training, mainly for developers to continue domain fine-tuning, instruction training, and reinforcement learning. Baidu stated that the post-trained ERNIE 5.5 Flash will be released subsequently. The license is stricter than the previous generation; the ERNIE 4.5 used the Apache 2.0 protocol, while 5.5 Flash has switched to a custom license that does not authorize use in the European Union, the United Kingdom, and South Korea; for related products or services that have generated over 50 million dollars in revenue in the past 12 consecutive months, separate written authorization from Baidu must be obtained before commercial use.

According to "Du Jia," Baidu recently launched an open model service platform called "Word Element Institute" aimed at developers, enterprise clients, and model suppliers. It is positioned as a matchmaking trading platform connecting model suppliers and consumers, gathering 42 large models, covering text and video models such as DeepSeek, Kimi, and Zhipu GLM. Developers can connect to the Word Element Institute API once to switch between models from multiple vendors and be billed based on usage.The same model can be accessed by multiple suppliers. The platform displays pricing, initial token latency, throughput speed, 7-day success rate, and historical call volume, and supports both OpenAI and Anthropic protocols. Taking DeepSeek-v4.1-flash as an example, the platform connects to 6 suppliers, marking the price savings ratio on the page, while also displaying context window, launch time, deployment region, and supplier credit evaluation.The platform ranking is based on real call data and can be viewed for the last 24 hours, last 7 days, and last 30 days. Screenshots show a total of 398 million calls in the last 7 days, with a total token volume of 51.336 trillion, involving 68 ranked model resources, and an average initial token latency of 290 milliseconds. DeepSeek-v4.1-flash ranks first in both call volume and token usage. Participating suppliers include Bochuan Technology, Infinite Mind, Star Hub Word Element, and Zhipu Original Factory, with the platform showcasing resources and supplier information through credit evaluations and blockchain proof.

On November 3, regarding recent market rumors about a possible delay in the listing time of Kunlun Core, Baidu responded: The related market rumors and reports are not true.Baidu stated that its AI chip company Kunlun Core is currently in the confidential declaration stage. According to regulatory requirements, the company cannot disclose any significant non-public information, including the progress of the listing process, and will make announcements to the public at an appropriate time in the future.

The Science and Technology Innovation Board Daily reporter Huang Xinyi exclusively learned that Baidu plans to disclose the research and development progress and results of its world model in the coming days. The world model is one of the popular directions in the current AI field, focusing on modeling and predicting physical environments. It is reported that if this model is used for autonomous driving, it could enhance prediction and decision-making capabilities in complex scenarios, providing support for the large-scale implementation of driverless cars.In the past year or two, Baidu's autonomous driving service, Luobo Kuaipao, has covered 28 cities worldwide and has accumulated a certain scale of real road data. In recent years, Baidu has also been continuously making strategic layouts in the field of embodied intelligence, serving more than 50 key enterprises in the industrial chain, including the Beijing Humanoid Robot Innovation Center, Zhiyuan, Xinghaitu, and Yushu. As for the specific applications of this model and its relationship with Luobo Kuaipao, it is currently unclear, and Baidu has not commented as of the time of publication.

Apple plans to launch Apple Smart through the iOS 27.3 system update in December, with the first batch of AI features released two years ago in the United States, covering iPhone, iPad, and Mac.Alibaba provides AI model capabilities, while Baidu is responsible for Siri and visual intelligence features.

According to a report by Bloomberg cited by Phoenix Technology, Apple is preparing to launch its AI platform, Apple Intelligence, in mainland China. Insiders say that Apple plans to roll out this feature in December through the upcoming iOS 27.3 update, covering capabilities related to iPhone, iPad, and Mac that were first launched in the United States two years ago.Insiders indicate that this launch does not include the new Siri AI assistant or other features announced this year. In July, Apple received preliminary approval to launch Apple Intelligence in China and has recently engaged in further discussions with the Ministry of Industry and Information Technology to seek permission for a formal consumer launch of the service.According to previous reports, the AI platform launched by Apple in China employs a security protection mechanism co-developed with Alibaba and collaborates with Baidu to develop search and Siri-related features. As of the time of publication, an Apple spokesperson declined to comment.

After Alibaba and ByteDance launched Qianwen Office and Doubao Work respectively, Baidu has launched the AI tool OkWork, which focuses on mobile office solutions, integrating PPT generation, AI writing, spreadsheet data analysis, and poster image generation. The product interface features a minimalist and lightweight design, with the homepage showcasing four main modules: AI PPT, AI Writing, AI Spreadsheet, and AI Image Generation. This is also Baidu's recent move in the AI office scene following Kuku AI.AI PPT supports document to PPT conversion, PDF to PPT conversion, and outline generation for PPT, and can also beautify existing PPTs, split layers, and make AI modifications. AI Writing covers resumes, lesson plans, papers, reports, and document summaries, and supports PDF to Word conversion, continuation writing, and imitation writing; AI Spreadsheet focuses on data calculation and intelligent table creation. AI Image Generation includes capabilities for posters, avatars, as well as pixel art, hand-drawn newspapers, and comic strips. Users can complete content generation, document conversion, and image matching through conversations with specific requirements, and the template center provides PPT and resume templates.OkWork is not completely free; some features and rights consume AI points, which users can obtain by subscribing to a membership. The product covers scenarios such as workplace reports, student assignments, teaching preparation, and simple posters, leaning more towards quickly producing drafts and is not aimed at ultra-large documents or complex multi-person collaborative editing. According to 360iResearch, the global AI office software market is expected to grow to $35.49 billion by 2026 and is projected to reach $71.27 billion by 2032; a survey by iiMedia Consulting shows that the usage rate of office AI assistants among white-collar workers in China is 57.27%.

According to reports from the Science and Technology Innovation Board Daily, humanoid intelligence company Current Robotics has publicly disclosed its financing progress for the first time: the company has completed seed round, angel round, and Pre-A round financing, with a total financing amount of hundreds of millions of RMB. The company's investors include financial investment institutions such as BV Baidu Ventures, Hillhouse Capital, Oasis Capital, Monolith Capital, Qianhai Ark, Fosun Wealth, Junshan Capital, as well as industry players like Zhiyuan Robotics, Xinghai Map, and Jike Technology.The financing funds will mainly be used to promote the large-scale collection of human body data, with a focus on investing in the research and development of core technologies such as full-body dexterous operation models and interactive world models.

Uber launches Baidu's fully driverless Apollo Go in Dubai, marking the birth of the world's first multi-party cooperative autonomous driving network.

According to Gate market data, Baidu (BIDU.O) stock price fell by 10%, marking the largest single-day decline since June 5.

According to Gate market data, Baidu (BIDU.O) fell 7.5% in pre-market trading.

Baidu released its Q2 2026 financial report, with total revenue of 31.3 billion yuan, a year-on-year decrease of 4% and a quarter-on-quarter decrease of 2%; non-GAAP net profit was 2.6 billion yuan, with a non-GAAP net profit margin of 8%. Among them, revenue from Baidu's core AI business reached 12.5 billion yuan, accounting for 50% of the general business revenue (25.2 billion yuan), making AI business a core revenue pillar for Baidu.Looking at the segments, AI cloud infrastructure revenue was 7.3 billion yuan, a year-on-year increase of 50%, with GPU cloud revenue growing by 283% year-on-year, further accelerating from the 184% growth rate of the previous quarter; AI application revenue was 2.5 billion yuan, a year-on-year increase of 3%; AI native marketing service revenue was 2.6 billion yuan. The monthly active users of the Baidu App reached 644 million. In terms of autonomous driving, Luobo Kuaipao has covered 28 cities globally, with a cumulative autonomous driving mileage exceeding 350 million kilometers, of which fully autonomous driving mileage exceeds 240 million kilometers. This quarter, Baidu's free cash flow was -7.95 billion yuan, but adjusted EBITDA was 6.15 billion yuan, with an adjusted EBITDA profit margin of 20%. Baidu is advancing its dual primary listing conversion in Hong Kong, expected to take effect within the year. This quarter, Baidu returned approximately $259 million to shareholders through share buybacks.

According to Gate market data, Hong Kong tech stocks continue to strengthen, with Alibaba rising over 6%, Baidu, Kuaishou, and Tencent Holdings all rising over 3%, and Bilibili rising over 2%.

According to a report by the Securities Times, Baidu Group announced that the company's board of directors has authorized the management to proceed with a voluntary conversion to a primary listing on the Main Board of the Hong Kong Stock Exchange, expected to take effect within this year. After the relevant procedures are completed, Baidu will achieve a dual primary listing in Hong Kong and Nasdaq. Once the dual primary listing takes effect, it will enhance the liquidity of the company's securities, expand the investor base, and provide greater flexibility for entering the two capital markets.