Baidu Cloud pitches 'industrial agents': 80% of SOEs onboard, AI revenue hits $1.75B
智东西 · wechat · 2026-09-16
Baidu Cloud VP Shen Dou unveiled an 'industrial agent' strategy at the Smart Economy Forum, splitting enterprise tasks into 20% operations, 30% specialized, and 50% core-business work, each served by general, professional, or custom agents within an agent operating system.
- Baidu's office agent 'Dazi' hit 6.74M MAU, up over 10x QoQ, with 150 iterations and 96 enterprise skills
- Professional agents cover optimization, app dev, data, vision, marketing, and code
- 80% of central SOEs, 100% of major automakers, and 800+ financial institutions are partners; Taikang runs 3,500+ agents consuming 20B tokens daily; Alat cut wind-resistance evaluation from hours to seconds
- Under the hood: AgentInfra with 150+ models, 3x long-chain inference gains, fully domestic Kunlun chip clusters and PUE as low as 1.08
- Q2: Baidu AI revenue RMB 12.5B, AI cloud infra revenue RMB 7.3B up 50%, GPU cloud up 283%
Thesis: office is only the entry point; the real battleground is agents embedded in core enterprise operations.
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