BIDU(US:BIDU) Zhong Guo Jing Ji Wang·2025-12-03 07:27Core Viewpoint - Baidu is undergoing a significant organizational transformation to embrace the AI era, shifting from optimizing business with AI to reconstructing its organization for the AI age [1][2]. Group 1: Organizational Changes - Baidu has announced the establishment of two core departments: the Basic Model Research Department and the Application Model Research Department, both reporting directly to the CEO [1][3]. - This restructuring reflects Baidu's deep understanding of the AI industry's development patterns, emphasizing that organizational adaptability is crucial for the success of AI strategies [2][4]. Group 2: Financial Performance - Baidu's AI-related business revenue reached 10 billion yuan, marking a year-on-year growth of over 50%, indicating that AI has become a significant growth engine for the company [3][5]. - Investment institutions have shown increased holdings in Baidu, with notable purchases from Hillhouse, Citigroup, and Appaloosa, suggesting confidence in Baidu's strong performance and accelerated AI commercialization [3][5]. Group 3: Strategic Focus - The new Basic Model Research Department aims to develop high-intelligence, scalable general AI models, focusing on overcoming technical bottlenecks in model architecture, training methods, and inference efficiency [3][4]. - The Application Model Research Department will concentrate on optimizing models for specific business applications, creating a "dual-wheel effect" that translates foundational model capabilities into practical business value [4][5]. Group 4: Talent and Resource Allocation - Baidu's restructuring will lead to a strategic concentration of talent in AI research, enhancing the company's competitive edge in the talent market [5][6]. - The flat management structure, with both new departments reporting directly to the CEO, is designed to ensure efficient decision-making and responsiveness to technological advancements and market changes [5][6]. Group 5: Industry Impact - Baidu's organizational changes are expected to solidify its leading position in the AI sector, enhancing its competitiveness through specialized divisions and resource focus [6][7]. - The transformation serves as a significant reference for other Chinese tech companies, illustrating the importance of organizational adaptability in the face of technological evolution [6][7].