Seek .(US:SKLTY) Sou Hu Cai Jing·2025-04-26 07:49Core Insights - Baidu's founder, Li Yanhong, emphasized the diminishing market demand for single-text processing models as the industry evolves, highlighting the advantages of multi-modal models like Ernie 4.5 Turbo and X1 Turbo [2] - The company showcased the commercial applications of multi-modal AI technology, including an upgraded digital human platform for creating realistic virtual anchors to support live e-commerce and product marketing [2] - Baidu's shift towards an open-source strategy is evident, as it integrates DeepSeek's model into its ecosystem and launches the AI application "Xinxiang" to compete with products from Alibaba and startups [3] Industry Impact - Forrester Research's VP, Charlie Dai, believes Baidu's technology release will significantly accelerate AI application deployment across various industries in China, lowering the technical barriers for developers and intensifying competition with Alibaba Cloud, Huawei Cloud, and Tencent Cloud [3] - Following the announcement, Baidu's stock price in Hong Kong rose by over 4%, indicating positive market reaction [3] Infrastructure and Supply Chain - Baidu's chip subsidiary has established a large-scale computing cluster with 30,000 Kunlun P800 AI chips, capable of training multiple large models simultaneously [3] - However, recent U.S. export control regulations may impact Baidu's chip supply chain, potentially hindering future development efforts [3]