---
title: "Baidu AI Cloud's revenue will reach 30 billion yuan by 2025"
description: "Baidu expects that AI cloud revenue will reach 30 billion yuan by 2025, with subscription-based AI high-performance computing facility revenue in the fourth quarter growing by 143% year-on-year. In ad"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/277047146.md"
published_at: "2026-02-26T13:10:55.000Z"
---

# Baidu AI Cloud's revenue will reach 30 billion yuan by 2025

> Baidu expects that AI cloud revenue will reach 30 billion yuan by 2025, with subscription-based AI high-performance computing facility revenue in the fourth quarter growing by 143% year-on-year. In addition, Baidu Smart Cloud ranks first in both the number and amount of large model-related bidding projects in 2025, becoming the cloud vendor with the most bidding projects and amounts for two consecutive years

On the evening of February 26, Baidu disclosed during its 2025 financial report conference call that AI Cloud's total revenue for 2025 reached 30 billion yuan. Among them, subscription-based revenue from AI high-performance computing facilities grew by 143% year-on-year in the fourth quarter, becoming the main growth driver. Data shows that in 2025, Baidu Intelligent Cloud achieved the highest number and amount of bids related to large models, becoming the cloud vendor with the most bids and bid amounts for two consecutive years. (All Weather Technology)

Risk Warning and Disclaimer

The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial conditions, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investment based on this is at one's own risk

### Related Stocks

- [BIDU.US - Baidu](https://longbridge.com/en/quote/BIDU.US.md)
- [09888.HK - BIDU-SW](https://longbridge.com/en/quote/09888.HK.md)
- [CLOU.US - Global X Cloud Computing ETF](https://longbridge.com/en/quote/CLOU.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 百度电话会：AI 云 2025 年收入达 300 亿元，算力订阅 Q4 同比增 143%，“萝卜快跑” 订单狂飙 200% | 李彦宏在电话会上强调 “应用比模型更重要”，模型的价值最终需通过应用来体现。他明确百度将坚持应用驱动的发展路径，以真实需求持续反哺和迭代模型能力。在自动驾驶方面，他对 Apollo Go 的全球规模化扩张充满信心，并预计未来将有更多城市实现 | [Link](https://longbridge.com/en/news/277058017.md) |
| 尽管百度在推动人工智能方面取得进展，但作为中国的搜索巨头，它仍然面临广告支出疲软的挑战 | 百度（BIDU）在公布第四季度业绩后，股价下跌 4%，营收同比下降 4%，至 46.82 亿美元，略高于分析师的预期。营收下降归因于广告支出疲软，但人工智能云和应用的增长帮助抵消了损失。百度每股美国存托股票的调整后收益为 1.52 美元，超 | [Link](https://longbridge.com/en/news/277056050.md) |
| 不要颠覆要合作！Anthropic 升级企业级 AI 工具，拓展投行、HR 等场景 | Anthropic 发布面向 Claude Cowork 智能体的多款 AI 插件，企业客户可将智能体接入 Gmail、DocuSign、FactSet、WordPress 及 LegalZoom 等常用业务工具，并可在金融分析、股票研究、 | [Link](https://longbridge.com/en/news/276788964.md) |
| 无视海外 “AI 恐慌”，中国市场狂炒 AI 赢家 | 同一个 AI，截然相反的命运。美国市场陷入” 恐慌性抛售”，中国投资者疯狂追捧：智谱 AI 一度暴涨 524%，MiniMax 一度飙升 488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。 | [Link](https://longbridge.com/en/news/276531940.md) |
| AI 冲击引发恐慌？红杉林君叡：软件公司能够挺过来 | 红杉资本的林君叡表示，软件公司能够应对人工智能带来的冲击，并相信 AI 将改善大多数公司。他提到，AI 的影响是真实的，能够提升工作效率。尽管市场对 AI 的担忧影响了软件股，但红杉仍专注于利用 AI 增强人类工作成果，并投资于 Rowsp | [Link](https://longbridge.com/en/news/276940068.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.