Robin Li

Money Moves

As of August 2026: Steering the shift from advertising to AI infrastructure

For two decades, Baidu made its money like Google does: selling ads next to search results. That engine is stalling. In the second quarter of 2026, advertising revenue fell 19% while the business of renting out AI computing power grew fast enough to keep the company standing.

Updated Aug 18

New Capabilities

As of May 2026: Driving Apollo Go's global expansion targeting profitability in 2025

MIT Technology Review named robotaxis a breakthrough technology on January 3, 2025, marking the moment driverless cars moved from lab experiments to real-world service. Waymo provides 450,000 paid rides weekly across five U.S. cities, while Baidu's Apollo Go matches that in China, operating across 22 cities from Wuhan to Dubai, with Tesla, Zoox, and others racing to catch up.

Updated May 19