Zhong Guo Jing Ji Wang·2025-10-21 07:39Core Insights - Baidu Smart Cloud leads the intelligent computing service market with a 19.9% market share and has achieved nearly 5-fold growth in the GenAI IaaS sector, ranking first in market growth rate [1][3] - Baidu Smart Cloud has maintained its position as the top player in the AI public cloud market for six consecutive years, with a market share of 24.6% [3][4] - The company has developed a comprehensive AI cloud infrastructure, including self-developed Kunlun chips, which have been deployed in major enterprises [3][6] Market Position - Baidu Smart Cloud is recognized as a leader in the AI cloud sector, with significant market share and consistent growth in revenue, reaching over 19.4 billion yuan in the first half of 2025, a 36% year-on-year increase [9] - The company has been acknowledged by multiple reports for its strong competitive position in the AI cloud market [3][4] Technological Advancements - Baidu has made significant breakthroughs in chip technology with its self-developed Kunlun chips, which have been successfully deployed in various high-profile projects [3][7] - The company has established a full-stack AI cloud infrastructure that supports the rapid deployment of large models across various industries [3][6] Industry Applications - Baidu Smart Cloud supports a wide range of AI applications across different sectors, with over 65% of central enterprises and 100% of systemically important banks choosing its services for large model deployment [6] - In the financial sector, Baidu collaborates with China Merchants Bank to enhance core business applications using Kunlun chips, achieving high performance with minimal server requirements [7] - In the gaming industry, Baidu's partnership with 37 Interactive Entertainment has led to the development of an AI customer service system that significantly improves response accuracy and efficiency [7] Future Outlook - The growth trajectory of Baidu Smart Cloud in the AI sector is expected to continue, with increasing recognition from financial institutions and analysts, leading to upgraded ratings from multiple brokerages [9]