On November 12, at Baidu World 2026, Baidu founder Robin Li proposed that artificial intelligence is not only a technological revolution, but also an organizational revolution. In the next decade, intelligent organizations will become the "new factory" of the AI era.
Robin Li reviewed the development of the AI industry over the past decade. In 2016, he defined artificial intelligence as the "new computer." After ten years of evolution, AI has formed a complete technology system and built a new technology stack that is GPU-centric and covers chips, cloud infrastructure, the model layer, and an application layer centered on agents. In this system, if energy is the upstream of the AI industry, organizational capability constitutes an important part of the industry's downstream.
Robin Li believes that treating AI merely as a personal tool for employees is no longer enough to unlock its productivity value. Enterprises need to redesign their organizational systems around AI, enabling agents and digital employees to go deep into business scenarios such as sales, customer service, R&D, and operations, and to reconstruct internal collaboration, division of labor, and value creation. He calls this new AI-centric organizational form, which differs from traditional hierarchical systems, an "intelligent organization."
This assessment implies that competition in the AI industry is extending from foundational computing power, model capabilities, and application products to systematic changes in corporate organizational structures and production processes. How to translate AI capabilities into actual organizational productivity will become an important issue in enterprises' intelligent transformation.
