Baidu Builds Full-Stack AI Business With 4 Layers, Integrating Search and Robotaxis
Updated
Updated · Bloomberg · Jun 29
Baidu Builds Full-Stack AI Business With 4 Layers, Integrating Search and Robotaxis
3 articles · Updated · Bloomberg · Jun 29
Summary
Baidu now spans four AI layers—chips, Ernie models, cloud and Apollo Go integration—marking its shift from a search-led company to a full-stack AI player.
Henry He, Baidu’s CFO, said the strategy ties the company’s own infrastructure to applications, with a focus on maximizing token spending and embedding AI into self-driving operations.
The company is also weighing AI safety and alignment while positioning itself in global robotaxi competition, where Apollo Go is a key commercial outlet.
Founded in the late 1990s as China’s search leader, Baidu now frames that core search business as one part of a broader AI platform.