At this pivotal moment when AI is reshaping the cloud market, Baidu Intelligent Cloud has officially sounded the call for accelerated advancement. According to recent reports, at a recent internal strategy meeting, the senior management of Baidu Intelligent Cloud has clearly issued optimization instructions: the target growth rate of AI-related revenue in 2026 has been significantly increased from the original 100% to 200%.
This highly ambitious adjustment not only strongly responds to the current speed of AI commercialization, but also reveals Baidu's ambition in the cloud market competition landscape: striving for high growth and seizing the top position in the AI cloud market.
The Backing Behind Doubling the Target: AI Revenue Becomes the Core Engine
Previously, the market had generally expected Baidu to see a recovery in performance in the fourth quarter of 2025, with its AI revenue in 2026 expected to lead the industry. This doubling of internal targets reflects Baidu Intelligent Cloud's deep confidence in the following dimensions:
Strategic Upgrading: From steady growth to "multiple growth" indicates that AI is no longer an auxiliary business, but rather the core engine driving the overall boom of cloud business.
Market Positioning Competition: In the context where cloud service providers are all transitioning to AI, Baidu aims to quickly capture market share during the period of explosive demand for computing power through aggressive target setting.
Full-Staff High-Pressure Promotion: The strategy meeting clearly required "all staff to strive", indicating that Baidu will invest more resources into the commercialization of AI technology.
Industry Trends: The Eve of an Explosion Amid Multiple Convergences
Baidu Intelligent Cloud's adjustment is not an isolated action. The AI industry is currently in a period of convergence among policy, technology, and capital:
Policy Advantages: Provinces such as Guangdong have already issued key documents to plan the path of intelligent upgrading.
Technological Breakthroughs: Breakthroughs by leading car manufacturers in algorithms, computing power, and data, as well as the accelerated maturity of the robotics industry, provide massive application scenarios for AI cloud services.
Competition for Traffic: Major tech companies are starting an "AI application traffic war" during holidays such as the Spring Festival, directly increasing the demand for AI capabilities in basic cloud services.
As the critical year 2026 approaches, whether Baidu Intelligent Cloud can achieve the 200% growth myth on schedule will become the decisive factor in determining the future ranking of the Chinese AI cloud market.
