In the recently released Q4 2025 financial report, Baidu for the first time disclosed that its artificial intelligence (AI) business accounted for an astonishing 43% of revenue. This data not only shows that AI has become a core business for Baidu but also breaks the traditional perception of AI as high-cost technology, marking the transformation of Baidu's "technology faith" from laboratory experiments into real commercial value.

Over the past few years, Baidu has made a comprehensive layout in the AI field, covering areas such as chips, cloud services, models, and intelligent agents. This end-to-end strategy has significantly lowered the barriers for companies to use AI technologies, especially in the B-side market, where Baidu's AI solutions have achieved significant growth. Additionally, in the C-side market targeting individual users, the revenue from AI-native marketing services has grown by as much as 301%, showing that more and more users are willing to pay for productivity-enhancing tools.

At the same time, Baidu's global expansion in the Robotaxi sector has opened up new valuation space for the company, demonstrating its confidence in future development. The company announced a $5 billion buyback plan and paid its first dividend, further highlighting its focus on long-term value.

This series of positive measures has led the capital market to hold an optimistic view of Baidu's prospects. Institutions such as JPMorgan and CLSA have given high praise to Baidu's AI business, believing it will bring sustained growth potential. It can be said that Baidu's financial report is not only a summary of the company's efforts over the past year but also a clear guide for its future direction.

Baidu's transformation marks the arrival of a new business era, where AI is no longer just a simple technology but an important engine driving corporate growth. With the continuous advancement of technology and changing market demands, Baidu is undoubtedly set to continue leading the trend in this field.

Key Points:

🌟 Baidu's AI business accounted for 43% of revenue in Q4 2025, marking AI as a core business.

📈 Revenue from AI marketing services in the C-side market grew by as much as 301%, showing user recognition of productivity tools.

🚖 Baidu's global layout in the Robotaxi sector has opened up new valuation space, showing strong market confidence.