BAIDU AI
China's Baidu launches AI model simulating road environment for robotaxis
Apollo World can generate "up to 100,000 km" (62,000 miles) of simulated driving daily, equivalent to about three years of real-world testing by a safety-driver-equipped autonomous vehicle, Baidu said. The system is capable of producing real-time multimodal data streams, such as camera and lidar observations, enabling self-driving systems to directly sense and navigate simulated environments.
Nvidia’s share of China AI chip market falls to 34% as Huawei gains ground
Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like Huawei increased their market presence significantly during this period. The total AI accelerator shipments in China reached over 2 million units, with non-GPU shipments surpassing GPU sales for the first time.
Nvidia's China AI-chip share falls as Huawei closes gap, report finds
Nvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies of its products and domestic rivals led by Huawei gained ground, according to an IDC report seen by Reuters.
China AI developers publish safety tests for just 3.6% of model releases, report finds
Only a fraction of the 857 AI models released by Chinese companies have undergone safety testing, with merely 3.6% revealing published evaluation results, according to SemiAnalysis. Amidst rising global concerns regarding the dangers of autonomous AI systems, China's current safety governance framework highlights various risks but fails to impose compulsory standards on developers. This contrasts sharply with US firms, which have provided more thorough safety reports for their AI products.
Anthropic's Dario Amodei: AI's most visible CEO and enigma
The surge in artificial intelligence and the heated debate around its risks have made Anthropic CEO Dario Amodei the most visible tech leader -- though the 43-year-old remains an enigma. "I think he is one of the great legends in tech and business," says Alex Karp, CEO of data-analytics specialist Palantir.
Trump and Xi see tensions flare over AI, trade and Iran but still seek stability
Trump and Xi are set to meet in Washington as the US-China relationship remains marked by intense competition over AI, trade and technology. The leaders are expected to seek stability rather than a major breakthrough, with Iran, Taiwan and tariffs also on the agenda.
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Why Chinese AI firms are suddenly at the centre of US AI crackdown
Chinese AI companies including DeepSeek, Moonshot AI, Alibaba, MiniMax, StepFun and Z.AI face fresh scrutiny after US agencies accused them of using American AI models to improve their systems through knowledge distillation. Beijing rejected the allegations, calling distillation common practice, as the dispute threatens to deepen tensions between the US and China.

China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risks
Chinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferies sees greater sustainability risks in US cloud spending, highlighting rising capex relative to revenue and the challenge of monetising AI infrastructure investments.

ByteDance secures $29.6 billion loan in AI push, sources say
ByteDance secured a massive $29.6 billion loan from nearly thirty banks. Chinese banks provided over sixty percent of this significant loan facility. The funds will primarily support ByteDance's ambitious overseas artificial intelligence expansion plans. This unsecured loan reflects strong lender confidence in the company's creditworthiness. The financing is the second-largest in Asia this year, highlighting sector enthusiasm.

Uber, Wayve begin robotaxi rollout in London's busy streets as Europe takes cautious approach
London is launching its first self-driving taxi service with Uber and Wayve. These electric vehicles will initially have human safety drivers present. The service operates under Britain's pilot framework for autonomous vehicles. Other companies are also preparing similar services in the city. This marks a significant step toward future autonomous vehicle deployment.

Baidu CEO vows to return Ernie to AI frontier as revenue miss sinks shares
Its Ernie large language model has gone months without a major upgrade, while competitors such as Alibaba and Moonshot have continued to roll out newer versions of their models.

China's Baidu, betting on AI, posts fifth straight quarterly revenue drop
Revenue during the second quarter of the year came to 31.3 billion yuan ($4.6 billion), an unaudited financial report showed, a 4% year-on-year drop. With cash flows still largely generated by marketing on its search platform, Baidu has suffered in recent years from a pronounced slump in Chinese consumer spending.

Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO: Report
Investors have been asked to buy chips with a value three to seven times the worth of their planned subscription in Kunlunxin's initial public offering shares, the report said.

Baidu AI chips growth: China faces shortage, Kunlunxin leads the market
Baidu is growing fast in AI chips in China, aiming to compete with Huawei and fill the gap left by Nvidia. Its Kunlunxin chips are used in data centers and cloud AI services. With strong local demand and limited foreign supply, Baidu’s chip business could grow a lot, making it a key player in China’s artificial intelligence market.

Baidu crashes 75% from peak — is China's AI titan in trouble or just on sale?
Baidu stock 2025: Once China's top search engine, Baidu faces challenges. Its stock has declined significantly from its 2021 peak. Online advertising revenue is weakening due to competition from social media. Baidu is investing heavily in AI, cloud computing, and autonomous driving. Its video streaming service, iQiyi, struggles. Analysts predict slow growth for Baidu in the coming years.

Baidu launches AI video generator, overhauls search features
Over the past year, artificial intelligence heavyweights like OpenAI and big global tech companies have been expanding beyond chatbots to text-to-video or image-to-video generators. In China, ByteDance, Tencent and Alibaba have also launched models. While many rival products, including OpenAI's Sora, target consumers with subscription plans, Baidu's MuseStreamer is aimed only at business users and a consumer app is not yet available.

Baidu says domestic tech will shield AI push from US curbs
Baidu asserts that U.S. export controls on semiconductors will not significantly hinder its AI development, citing access to domestic alternatives. The company's first-quarter revenue surpassed expectations, driven by growing demand for its AI cloud services. Baidu is actively innovating in AI, launching new models and upgrading existing ones to compete in the evolving landscape.

China's Baidu posts rise in Q1 revenue as seeks to grow AI presence
Baidu reported a 3% revenue rise to 32.45 billion yuan in Q1 2025, with net income up 42%. The tech giant is expanding AI and robotaxi operations globally, including launches in Dubai and plans for Europe. It also made its Ernie Bot AI free for individuals, boosting user access.

Baidu launches AI agent Xinxiang for Android platform, iOS version under review
Baidu has launched Xinxiang, an AI agent for Android smartphones in China, designed to help users with tasks like information analysis and travel planning more efficiently than traditional chatbots. An iOS version is pending approval.

China's Baidu releases new AI model to compete with DeepSeek
In a post on WeChat, Baidu announced the launch of its latest X1 reasoning model -- which the company claims performs similarly to DeepSeek's but for lower cost -- and a new foundation model, Ernie 4.5.

Apple facing hurdles in adapting Baidu AI models for China
Sales of iPhone in China slipped 0.3%, while rival Huawei posted a 42% surge in sales in the third quarter, research firm IDC had said in October, as competition intensifies in the world's largest smartphone market.

Baidu bolsters AI lineup with text-to-image generator, no-code app builder
The country's leading search engine company is among tech firms shifting their focus to the commercialisation of large language model (LLM) applications after nearly two years of heavy investment in research and development in models that they tout as alternatives to OpenAI's GPT.

Baidu touts AI edge as ad revenue stalls
Baidu's comment came amid an AI price war in China, where companies have slashed prices of large language models used to power generative AI products. "Competition will be fierce over the next 2 to 3 years." CEO Robin Li said in an earnings call following the company's Q2 release.

Baidu launches upgraded AI model, says user base hits 300 million
The new model will be accessible to the public via web and mobile app interfaces, with developers able to integrate the technology through Baidu's Qianfan AI platform, the company's Chief Technology Officer Wang Haifeng said at a corporate event.

Baidu partners with Lenovo in third China AI smartphone deal
Baidu CEO Robin Li said last November that firms now needed to focus on developing practical applications. China's top phone brands including Vivo, Xiaomi and Huawei are also working on their own on-device AI models but have not disclosed details.

Samsung replaces Google AI with Baidu AI on Galaxy S24 devices in China
Ernie AI will offer same Galaxy AI features based on Gemini foundational models, like AI-based real-time call translation, summarisation, and text format features on the Chinese version of the Galaxy S24 series, reports CNBC.

Baidu CEO says more than 70 large AI language models released in China
Baidu joins several other Chinese companies that launched AI chatbots last week after securing regulatory approval for mass market releases.

Baidu among first to win China approval for AI models
The approvals, which are coming just weeks after the government implemented sweeping new regulations governing AI, will officially bring ChatGPT-style services to one billion or more internet users for the first time.

China's Baidu says its new AI beat ChatGPT on some metrics
Baidu said in a statement on Tuesday that Ernie 3.5, the latest version of its Ernie AI model, had surpassed "ChatGPT in comprehensive ability scores" and outperformed "GPT-4 in several Chinese capabilities".
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