VC
Value Add VC
⚡HomePulse⚡Helpful Apps📝Blog🤝Partner
← Pulse/Companies

Baidu on Pulse

AI infra

The full thread of our Baidu coverage — a running record of every development we've tracked, with the VC take on each.

2
Stories
1
With a headline figure
Jul 16, 2026
Since

Related Dashboards

AI Buildout Tracker →Big Tech AI Spending →AI Valuations →

Coverage Timeline

newest first
  1. Aug 18, 2026AIBaidu's Ad Business Craters as AI Cloud Grows 25%Rev. $4.62B, -4% YoY→
  2. Jul 16, 2026BIG TECHAlibaba, Baidu Jump on Reported Apple AI Tie-Up→

All Coverage

AI· Aug 18, 2026

Baidu's Ad Business Craters as AI Cloud Grows 25%

Illustration for: Baidu's Ad Business Craters as AI Cloud Grows 25%
AIRev. $4.62B, -4% YoY

Baidu's Ad Business Craters as AI Cloud Grows 25%

Baidu's Q2 revenue fell 4% to $4.62 billion as online advertising dropped 19% on China's weak consumer demand, even as its AI cloud and applications segment grew 25% to ¥12.5 billion -- a split that shows AI revenue scaling far too slowly yet to offset a legacy business in decline.

Aug 18, 2026DEEP DIVE
BIG TECH· Jul 16, 2026

Alibaba, Baidu Jump on Reported Apple AI Tie-Up

Illustration for: Alibaba, Baidu Jump on Reported Apple AI Tie-Up
BIG TECH

Alibaba, Baidu Jump on Reported Apple AI Tie-Up

Alibaba and Baidu shares rose sharply in Hong Kong trading on reports that Apple is partnering with Chinese AI providers to power AI features for iPhones sold in China.

Jul 16, 2026
@Trace_Cohen·t@nyvp.com