全栈发力，百度AI新业务收入首破百亿元

Core Insights - Baidu reported Q2 2025 total revenue of 32.7 billion yuan, with core revenue of 26.3 billion yuan and a net profit of 7.4 billion yuan, reflecting a 35% year-on-year growth [1] - AI-driven new business revenues, particularly from intelligent cloud services, exceeded 10 billion yuan for the first time, growing by 34% year-on-year [1] Revenue Growth - The intelligent cloud business saw a revenue increase of 27% year-on-year, with Non-GAAP operating profit also rising [4] - Baidu's intelligent cloud has maintained the top position in the AI public cloud service market for six consecutive years, according to IDC [4] AI Capabilities - Baidu's self-developed Kunlun chip and Baijie AI heterogeneous computing platform provide high-performance computing support for enterprises [6] - The company has successfully activated a cluster of 30,000 cards capable of training multiple large models simultaneously [6] Model Development - Baidu's open-source Wenxin 4.5 series includes ten models with strong performance in instruction following, world knowledge retention, and visual understanding [8] - The speed of model iteration has accelerated, with models achieving deeper logic and enhanced creativity [10] Application of AI - The value creation of models is primarily seen in their applications rather than the models themselves, focusing on strategic areas like AI transformation in search and digital humans [10] - Revenue from digital humans increased by 55% quarter-on-quarter [10] Search AI Transformation - Baidu's app had 735 million monthly active users as of June, a 5% year-on-year increase, with over 64% of mobile search results now containing AI-generated content [11] - A major overhaul of Baidu's search functionality was announced, enhancing input capabilities and integrating AI tools [12] Autonomous Driving Expansion - Baidu's autonomous driving service, "Luobo Kuaipao," achieved over 2.2 million service instances in Q2, a 148% year-on-year increase [13] - The service has expanded globally, partnering with Uber and Lyft to deploy autonomous vehicles in various international markets [13]