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Baidu’s AI Expansion Amid Market Pressures

Baidu’s AI Expansion Amid Market Pressures

Author:

Global Cryptocurrency

Published:

2026-01-06 08:55:02

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BTCCSquare news:

Baidu's stock (BIDU) dipped slightly as investors assessed its GPU cloud expansion against broader market headwinds. The Chinese tech giant maintains dominance in China's GPU cloud sector, commanding a 40.4% market share in H1 2025 according to Frost & Sullivan, with Huawei trailing at 30.1%.

Kunlunxin GPU shipments reached nearly 70,000 units in 2024, powering Baidu's Baige AI platform. This growth underscores China's push for semiconductor self-sufficiency, with Baidu confidentially filing for Kunlunxin's IPO. Vertical integration—spanning chip design to cloud services—remains the key differentiator in this space.

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