Cai Jing Wang·2026-01-12 09:57Core Viewpoint - The IDC report highlights that Baidu Intelligent Cloud has entered the leader quadrant in the hybrid cloud AI infrastructure market due to its comprehensive AI technology and mature hybrid cloud practices [1] Group 1: Hybrid Cloud AI Infrastructure - The evolution of cloud infrastructure is shifting from general computing platforms to AI-optimized intelligent infrastructure, driven by advancements in industry large models and generative AI [1] - A hybrid cloud AI infrastructure that combines stability, elasticity, and controllability is becoming essential for enterprises to advance their intelligent transformation [1] - Vendors with extensive experience in large-scale intelligent computing clusters, full-stack product capabilities, and mature delivery and operation systems are more likely to establish a long-term competitive advantage in the hybrid cloud AI infrastructure market [1] Group 2: Baidu's Full-Stack Capabilities - Baidu Intelligent Cloud has developed a complete chain from underlying computing power to platform capabilities, addressing enterprise-level AI deployment needs [2] - The company is advancing self-developed AI chips, super nodes, and large-scale intelligent computing cluster construction, achieving long-term stable operation verification in clusters exceeding 10,000 cards [2] - Baidu's AI computing platform integrates key processes such as computing power scheduling, model training, inference deployment, and resource management, forming AI Infra capabilities for the entire lifecycle of large models [2] Group 3: Industry Applications and Impact - Baidu Intelligent Cloud has facilitated the large-scale implementation of numerous AI applications across various industries, with over 65% of central enterprises and all systemically important banks choosing its services for large model deployment [6] - In the financial sector, Baidu collaborated with China Merchants Bank to train a billion-parameter model using only 32 servers, significantly enhancing the efficiency of multimodal analysis and intelligent customer service [6] - The company has partnered with Southern Power Grid and China Eastern Airlines to apply AI capabilities in monitoring power grid operations and travel service processes, improving system efficiency and user experience [6] Group 4: Long-Term Value of AI Industry - The value of hybrid cloud AI infrastructure is becoming evident through the continuous adoption by high-value industry clients, as AI applications transition from exploration to large-scale implementation [7] - Vendors that can achieve synergy across computing power, platforms, and applications will find it easier to convert technological advantages into long-term growth momentum [7] - Baidu Intelligent Cloud, as one of the earliest proponents of the "cloud-intelligence integration" strategy, is leveraging its ongoing investments in AI infrastructure to drive long-term value across more industrial scenarios [8]