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Baidu Q2 revenue reaches 31.3 billion yuan as AI business stays above half of revenue
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News EditorBaidu reported second-quarter 2026 revenue of 31.3 billion yuan. General business revenue came in at 25.2 billion yuan, while AI business accounted for 50% of revenue for a second straight quarter. Founder Robin Li said the steady expansion of AI business supports Baidu’s shift from an internet-centric company to one focused on AI. AI cloud infrastructure revenue rose 50% year over year to 7.3 billion yuan, with GPU cloud revenue up 283% and growing by triple digits for the fourth consecutive quarter. AI application revenue was 2.5 billion yuan, up 3%, and AI-native marketing services generated 2.6 billion yuan.
Baidu reported second-quarter 2026 revenue of 31.3 billion yuan, with general business revenue at 25.2 billion yuan and AI business accounting for 50% of the total for a second consecutive quarter.
Founder Robin Li said the continued growth in AI business further confirms Baidu’s transition from an internet-focused company to one centered on AI, and strengthens the company’s confidence in its long-term growth potential.
AI cloud infrastructure revenue reached 7.3 billion yuan in the quarter, up 50% year over year. GPU cloud revenue rose 283% and posted triple-digit growth for the fourth straight quarter.
AI application revenue came in at 2.5 billion yuan, up 3% year over year, while AI-native marketing services generated 2.6 billion yuan.
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