Sou Hu Wang·2025-12-29 07:36Core Insights - China is accelerating the integration of AI technology with the real economy, driven by its vast application scenarios and proactive industrial policies [1] - Baidu Smart Cloud is a key player in this transformation, providing a comprehensive AI infrastructure that translates cutting-edge AI capabilities into practical productivity for enterprises [1][6] Group 1: AI Infrastructure Development - Baidu Smart Cloud aims to position AI as a "profit center" for businesses rather than a "cost center," emphasizing the direct creation of business value through AI [2] - The infrastructure consists of a dual-layer architecture: a robust AI Infra for foundational computing power and a flexible Agent Infra for developing and managing intelligent agents [4] - Significant investments in AI infrastructure are projected, with an estimated 400 billion RMB in 2025 and over 10 trillion RMB by 2030, narrowing the gap in AI model capabilities between China and the U.S. from 20% to 0.3% [5] Group 2: Market Position and Achievements - Baidu Smart Cloud has evolved from a technology enabler to a builder of an industrial innovation ecosystem, providing end-to-end AI solutions that integrate cloud computing with advanced AI technologies [6] - The company has achieved notable market success, leading in core areas for six consecutive years and covering over 65% of state-owned enterprises and 100% of systemically important banks [6] - In 2025, Baidu Smart Cloud led the market with 95 winning projects and a total bid amount of 7.1 billion RMB in the large model sector [6] Group 3: Application Innovation - The "MiaoDa" platform enables no-code AI application development, significantly lowering the barrier for individuals and businesses to create efficient applications at minimal cost [8][9] - The platform has generated over 500,000 agents and served 10 million users within a year, demonstrating the high demand for zero-code AI development tools [9] - MiaoDa's core philosophy is to empower everyone, including non-technical individuals, to quickly turn ideas into operational digital products [9] Group 4: Future Outlook - Baidu Smart Cloud is set to play a crucial role in the deep integration of AI with the real economy over the next decade, fostering a collaborative AI ecosystem and enabling numerous entrepreneurs to leverage AI tools for value creation [11] - The ongoing transformation in various industries is expected to open up vast opportunities, driven by the advancements in AI technology [11]