Baidu Inc ADR

BIDU: XNAS (USA)

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Robust AI Businesses Growth Will Offset the Decline in Search in the Long Run

Chelsey Tam

Mar 8, 2026

Business Strategy and Outlook

Baidu’s traditional search business faces significant long-term challenges from fast-growing internet and large language model competitors, including Alibaba, ByteDance, Tencent, and DeepSeek. As a result, Baidu is increasingly shifting its focus toward its AI-powered businesses, which accounted for 35% of total revenue in the fourth quarter of 2025.

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Baidu Inc ADR

Robust AI Businesses Growth Will Offset the Decline in Search in the Long Run

Business Strategy and Outlook

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