Baidu

As China's largest search company, it operates Chinese AI and autonomous driving businesses, including Erniebot.

Baidu is a company that operates China's largest search engine and is called China's Google. It grew through search advertising and invested in AI research early on, making it one of the most active companies in AI transition among Chinese IT companies.

After the ChatGPT craze, it launched the first conversational AI Erniebot (Moonsimileon) in China, opening the door to AI competition in China. It is also a world leader in the autonomous driving field, integrating its own AI model Ernie series into search and cloud, and commercially operating the self-driving taxi service Apollo Go in several cities in China.

However, some say that China's No. 1 AI position is under threat as latecomers such as Alibaba, ByteDance, and Deepseek are gaining ground. The stagnant growth of the main business called search advertising is also a concern.

✅ Strengths

• As the dominant operator in the Chinese search market, we have a vast amount of data and users
• It is the world's leading company that actually operates commercially autonomous robotaxi
• It has the longest investment in AI in China and have accumulated technology

⚠️ Limits

• Technology leadership is being threatened by emerging Chinese AI companies such as DeepSeek
• The search advertising market, which is the main business, is experiencing stagnant growth
• There are restrictions on securing cutting-edge AI infrastructure due to US chip export regulations