In the last quarter, Baidu's AI cloud revenue reached 30 billion RMB, with subscription revenue from high-performance computing facilities increasing by over 1.4 times

AASTOCKS
2026.02.27 01:38

Baidu (09888.HK) announced its fourth quarter and full-year business results for the year ending last December, with full-year AI cloud revenue reaching RMB 30 billion. In the fourth quarter, revenue from AI high-performance computing facilities based on subscriptions grew by 143% year-on-year, becoming the main growth driver. In 2025, Baidu Intelligent Cloud ranked first in both the number of large model-related bidding projects and the bid amounts, becoming the cloud vendor with the most bidding projects and bid amounts for two consecutive years.

Additionally, as of February this year, Baidu's no-code development platform "MiaoDa" has assisted global users in generating over 1 million AI applications. The group expects that MiaoDa will further unleash the potential for AI application development in the future. In December last year, the number of digital human live broadcasts on Baidu's platform grew by nearly 200% year-on-year. Baidu also revealed that the HuiBoXing digital human technology is empowering a wider range of industries, having served companies such as JD.com (09618.HK) and TikTok

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