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Baidu's AI Revenue Milestone Signals Fracturing of Western AI Infrastructure Control
Industry19 MAY 2026Source: 36kr

Baidu's AI Revenue Milestone Signals Fracturing of Western AI Infrastructure Control

Baidu's Q1 2026 results confirm AI business now exceeds half of general revenue—¥13.6 billion of ¥26 billion—while Microsoft has shed 24% of its market value since October 2025, underperforming the Nasdaq by 35 points over six months.

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