Xin Lang Cai Jing·2025-10-17 07:14Core Insights - The article discusses the competitive landscape of the AI cloud market, highlighting Baidu Smart Cloud's recent initiatives to attract small and medium enterprises and individual developers through significant discounts and promotional activities [1][3]. Group 1: Market Initiatives - Baidu Smart Cloud has launched a "Double Eleven AI Cloud Inclusive Activity" with a "lowest price on the internet" and a "first order for zero yuan" policy to facilitate low-cost innovation for businesses [1][3]. - The promotional campaign includes various flagship products such as AI cloud servers, the Qianfan large model platform, and digital employees, starting from October 20 [3]. Group 2: Market Position and Growth - According to IDC's report, the Chinese AI public cloud service market is projected to reach 19.59 billion yuan in 2024, with Baidu Smart Cloud holding a 24.6% market share, maintaining its position as the market leader for six consecutive years [3][4]. - Baidu Smart Cloud and Alibaba Cloud together account for over 50% of the AI cloud market share, ranking them as the top two players in the industry [3]. Group 3: Technological Advancements - Baidu Smart Cloud has been a pioneer in the AI cloud sector, adopting a "cloud-intelligence integration" strategy since 2015 and transitioning from CPU-based to GPU-based cloud services [4][5]. - The company has built a new generation of full-stack AI cloud infrastructure based on four core elements: computing power, models, data, and engineering capabilities [5]. Group 4: Industry Collaborations and Recognition - A significant number of enterprises, including over 65% of central enterprises and 80% of systemically important banks, have adopted Baidu Smart Cloud for implementing large models [7]. - Baidu has been selected as an AI partner for Apple in China, providing technical support for AI functionalities, similar to its roles with OpenAI and Google in the U.S. [7]. - Baidu's stock has seen a rise in both Hong Kong and U.S. markets, with several brokerages upgrading their ratings, reflecting positive market sentiment towards its achievements in AI and self-developed computing chips [7].