BRIEF: Baidu proposes DAA metric for AI, as AI-driven business passes half of revenue
Baidu Inc.’s (BIDU.US; 9888.HK) revenue from its general business grew 2% year-on-year to 26 billion yuan ($3.82 billion) in the first quarter, as its core AI-driven business accounted for more…
Bilibili’s ad surge illustrates new rules of China’s video market
The video platform is using AI and a maturing user base to post strong advertising growth in a weak market, but that higher monetization push is also testing its signature…
The end of free AI: Agents drive a new cost reality
AI’s cost structure is changing as it shifts from a tool to an autonomous executor, with both businesses and other users increasingly paying for services By Lee Shih Ta…
China’s robotaxi race hits a safety pause
Baidu’s Wuhan outage, Hello’s Zhuzhou injury accident and a reported pause on new permits suggest China’s autonomous taxi drive is shifting focus to safety Key Takeaways: China’s robotaxi story is…
The next Manus? Deepexi navigates difficult AI agent market
The operator of AI agents that help companies organize and analyze their data reported its revenue grew 70% last year, but the growth rate slowed sharply in the second half…
BRIEF: Apollo Go gets Dubai’s first fully driverless testing permit
Baidu Inc. (BIDU.US; 9888.HK) announced on Wednesday that its Apollo Go autonomous ride-hailing platform received a fully driverless testing permit from Dubai’s Roads and Transport Authority (RTA). The company said…
A decade in the making: Kunlunxin chips could bring excitement back to Baidu
The search giant and AI aspirant is considering a possible separate listing for its Kunlunxin chip unit, seeking a slice of a market currently led by Nvidia Key Takeaways: Baidu…
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