Baidu Unveils Next-Gen AI Agent Products at Create 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 43 minutes ago
0mins
Should l Buy BIDU?
Source: PRnewswire
- Daily Active Agents Metric: Baidu's CEO Robin Li introduced Daily Active Agents (DAA) as a new success metric for the AI industry, predicting global DAA could exceed 10 billion, emphasizing the critical role of agents in platform ecosystems and potentially enhancing Baidu's market leadership in AI.
- Launch of DuMate: The newly launched DuMate features real-time synchronization, allowing users to initiate tasks anytime and anywhere, and has achieved outstanding performance across multiple international agent benchmarks, marking a significant technological breakthrough for Baidu in the smart assistant space and enhancing user experience and market competitiveness.
- Miaoda Coding Agent: The introduction of Miaoda enables users without coding knowledge to generate applications, with development costs nearing zero; Li noted that the disposable software market could grow tenfold, showcasing Baidu's disruptive innovation potential in software development.
- Upgrade of Famou Agent 2.0: The Famou 2.0 version enhances self-verification and closed-loop execution, achieving a 10.21% performance improvement in production scheduling, process optimization, and logistics planning, demonstrating Baidu's strategic value in driving efficiency across industries.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BIDU?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BIDU
Wall Street analysts forecast BIDU stock price to rise
13 Analyst Rating
11 Buy
2 Hold
0 Sell
Strong Buy
Current: 139.940
Low
140.00
Averages
170.39
High
215.00
Current: 139.940
Low
140.00
Averages
170.39
High
215.00
About BIDU
Baidu Inc is a Chinese language Internet search provider. The Company operates its businesses through two segments, Baidu Core segment and iQIYI segment. Baidu Core segment mainly provides search-based, feed-based, and other online marketing services, as well as products and services from the Company’s new artificial intelligence (AI) initiatives, such as display advertisement and based on performance criteria other than cost-per-click, cloud services, smart devices and services, non-marketing consumer-facing services such as membership, and intelligent driving. iQIYI segment produces, aggregates and distributes a wide variety of professionally produced content, as well as a broad spectrum of other video content, in a variety of formats, including a variety of products and services encompassing online video, online games, online literature, comics and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Baidu Unveils Next-Gen AI Agent Products at Create 2026
- Daily Active Agents Metric: Baidu's CEO Robin Li introduced Daily Active Agents (DAA) as a new success metric for the AI industry, predicting global DAA could exceed 10 billion, emphasizing the critical role of agents in platform ecosystems and potentially enhancing Baidu's market leadership in AI.
- Launch of DuMate: The newly launched DuMate features real-time synchronization, allowing users to initiate tasks anytime and anywhere, and has achieved outstanding performance across multiple international agent benchmarks, marking a significant technological breakthrough for Baidu in the smart assistant space and enhancing user experience and market competitiveness.
- Miaoda Coding Agent: The introduction of Miaoda enables users without coding knowledge to generate applications, with development costs nearing zero; Li noted that the disposable software market could grow tenfold, showcasing Baidu's disruptive innovation potential in software development.
- Upgrade of Famou Agent 2.0: The Famou 2.0 version enhances self-verification and closed-loop execution, achieving a 10.21% performance improvement in production scheduling, process optimization, and logistics planning, demonstrating Baidu's strategic value in driving efficiency across industries.
See More
Prospects and Challenges of US-China AI Cooperation
- Accelerated AI Adoption: China's AI penetration rate is expected to exceed 70% in key industries by next year, enhancing domestic competitiveness and potentially reshaping the global tech landscape.
- Research Strengthening: Zhejiang University and Shanghai Jiao Tong University have surpassed Harvard in scientific performance rankings, indicating rapid advancements in China's research capabilities that will support further AI development.
- Public Attitude Discrepancy: With 50% of Americans wary of AI, compared to a lower acceptance rate in China, this difference may influence the willingness and strategies for cooperation in AI between the two countries.
- Risk of US-China AI Arms Race: Experts warn that if the two nations enter an AI arms race, it would be detrimental not only to them but also to the world, highlighting the importance of international collaboration.
See More
Uber's Q1 Results Show Strong Growth, Shares Rise 8%
- Significant Revenue Growth: Uber's Q1 revenue rose 14% year over year to over $13 billion, although an accounting change trimmed reported growth by about 9 percentage points, the overall business momentum remains strong, indicating a recovery in market demand.
- Improved Profitability: The company's adjusted operating income surged 42% year over year to $1.9 billion, with adjusted earnings per share jumping 44%, demonstrating a significant enhancement in profitability as Uber scales its operations, thereby solidifying its market position.
- Membership Program Expansion: Uber crossed 50 million Uber One members in April, with members now driving half of mobility and delivery gross bookings, which not only enhances customer loyalty but also provides robust support for future revenue growth.
- Progress in Autonomous Strategy: Uber's autonomous mobility trips grew more than tenfold year over year, with plans to launch in 15 cities by year-end; despite competitive pressures from Tesla, Uber's capital-light strategy may offer flexibility for long-term development.
See More
Uber Reports Strong Q1 Growth with 25% Increase in Gross Bookings
- Revenue Growth: Uber's gross bookings surged 25% year-over-year to $53.7 billion in Q1, reflecting strong performance in both mobility and delivery sectors, thereby reinforcing its market leadership.
- Autonomous Vehicle Progress: Autonomous trips on Uber's platform grew more than tenfold year-over-year, with plans to launch in 15 cities by year-end, indicating an accelerated strategic push in autonomous driving despite competitive pressures from Tesla.
- Profitability Improvement: Adjusted operating income rose 42% year-over-year to $1.9 billion, with adjusted earnings per share increasing by 44%, showcasing significant enhancements in profitability under scale, which boosts investor confidence.
- Membership Program Expansion: Uber's membership program surpassed 50 million members in April, with members now driving half of mobility and delivery gross bookings, indicating substantial progress in enhancing customer loyalty and market share.
See More
Baidu's Kunlunxin Aims for $14.7B Valuation for IPO
- Valuation Target: Baidu's AI chipmaking unit, Kunlunxin, aims for a minimum valuation of $14.7 billion for its IPO on the Hong Kong stock exchange, reflecting strong growth potential in the domestic chip market.
- IPO Process: Kunlunxin is preparing for its initial public offering with assistance from China International Capital, indicating that government policies encouraging domestic chipmakers are driving industry development.
- Market Expansion: The company is also seeking to list on the Sci-Tech Innovation board of the Shanghai Stock Exchange, aiming to leverage government support for technological innovation to enhance its market competitiveness.
- Industry Dynamics: Concurrently, Alibaba's T-Head and Tencent are also pursuing IPOs, highlighting intensified competition among Chinese tech firms in chip design and manufacturing, which is fueling investment enthusiasm across the sector.
See More
Nvidia Faces Challenges in Chinese Market
- Market Share Collapse: Nvidia's market share in China has plummeted from over 90% to zero, reflecting the impact of U.S. export restrictions and Chinese regulatory pressures, which have nearly halted the company's operations in the region and affected its global market standing.
- Pessimistic Financial Outlook: Nvidia anticipates no revenue from China in the first quarter of fiscal year 2027, a forecast that could negatively impact its overall financial performance, especially as the company prepares to release its earnings report.
- U.S. Market Advantage: Despite challenges in China, Nvidia's stock has surged 74% over the past 12 months, primarily driven by the massive demand in the U.S. AI chip market, where Microsoft plans to invest $190 billion in capital expenditures in 2026, far exceeding Alibaba's $52 billion.
- Future Growth Potential: Nvidia projects revenue of $78 billion for the first quarter of fiscal year 2027, even without contributions from China, representing a nearly 77% year-over-year increase, indicating the company's strong potential for continued growth driven by technological innovation and market demand.
See More
Baidu Unveils Next-Gen AI Agent Products at Create 2026
- Daily Active Agents Metric: Baidu's CEO Robin Li introduced Daily Active Agents (DAA) as a new success metric for the AI industry, predicting global DAA could exceed 10 billion, emphasizing the critical role of agents in platform ecosystems and potentially enhancing Baidu's market leadership in AI.
- Launch of DuMate: The newly launched DuMate features real-time synchronization, allowing users to initiate tasks anytime and anywhere, and has achieved outstanding performance across multiple international agent benchmarks, marking a significant technological breakthrough for Baidu in the smart assistant space and enhancing user experience and market competitiveness.
- Miaoda Coding Agent: The introduction of Miaoda enables users without coding knowledge to generate applications, with development costs nearing zero; Li noted that the disposable software market could grow tenfold, showcasing Baidu's disruptive innovation potential in software development.
- Upgrade of Famou Agent 2.0: The Famou 2.0 version enhances self-verification and closed-loop execution, achieving a 10.21% performance improvement in production scheduling, process optimization, and logistics planning, demonstrating Baidu's strategic value in driving efficiency across industries.
See More
Prospects and Challenges of US-China AI Cooperation
- Accelerated AI Adoption: China's AI penetration rate is expected to exceed 70% in key industries by next year, enhancing domestic competitiveness and potentially reshaping the global tech landscape.
- Research Strengthening: Zhejiang University and Shanghai Jiao Tong University have surpassed Harvard in scientific performance rankings, indicating rapid advancements in China's research capabilities that will support further AI development.
- Public Attitude Discrepancy: With 50% of Americans wary of AI, compared to a lower acceptance rate in China, this difference may influence the willingness and strategies for cooperation in AI between the two countries.
- Risk of US-China AI Arms Race: Experts warn that if the two nations enter an AI arms race, it would be detrimental not only to them but also to the world, highlighting the importance of international collaboration.
See More
Uber's Q1 Results Show Strong Growth, Shares Rise 8%
- Significant Revenue Growth: Uber's Q1 revenue rose 14% year over year to over $13 billion, although an accounting change trimmed reported growth by about 9 percentage points, the overall business momentum remains strong, indicating a recovery in market demand.
- Improved Profitability: The company's adjusted operating income surged 42% year over year to $1.9 billion, with adjusted earnings per share jumping 44%, demonstrating a significant enhancement in profitability as Uber scales its operations, thereby solidifying its market position.
- Membership Program Expansion: Uber crossed 50 million Uber One members in April, with members now driving half of mobility and delivery gross bookings, which not only enhances customer loyalty but also provides robust support for future revenue growth.
- Progress in Autonomous Strategy: Uber's autonomous mobility trips grew more than tenfold year over year, with plans to launch in 15 cities by year-end; despite competitive pressures from Tesla, Uber's capital-light strategy may offer flexibility for long-term development.
See More
Uber Reports Strong Q1 Growth with 25% Increase in Gross Bookings
- Revenue Growth: Uber's gross bookings surged 25% year-over-year to $53.7 billion in Q1, reflecting strong performance in both mobility and delivery sectors, thereby reinforcing its market leadership.
- Autonomous Vehicle Progress: Autonomous trips on Uber's platform grew more than tenfold year-over-year, with plans to launch in 15 cities by year-end, indicating an accelerated strategic push in autonomous driving despite competitive pressures from Tesla.
- Profitability Improvement: Adjusted operating income rose 42% year-over-year to $1.9 billion, with adjusted earnings per share increasing by 44%, showcasing significant enhancements in profitability under scale, which boosts investor confidence.
- Membership Program Expansion: Uber's membership program surpassed 50 million members in April, with members now driving half of mobility and delivery gross bookings, indicating substantial progress in enhancing customer loyalty and market share.
See More
Baidu's Kunlunxin Aims for $14.7B Valuation for IPO
- Valuation Target: Baidu's AI chipmaking unit, Kunlunxin, aims for a minimum valuation of $14.7 billion for its IPO on the Hong Kong stock exchange, reflecting strong growth potential in the domestic chip market.
- IPO Process: Kunlunxin is preparing for its initial public offering with assistance from China International Capital, indicating that government policies encouraging domestic chipmakers are driving industry development.
- Market Expansion: The company is also seeking to list on the Sci-Tech Innovation board of the Shanghai Stock Exchange, aiming to leverage government support for technological innovation to enhance its market competitiveness.
- Industry Dynamics: Concurrently, Alibaba's T-Head and Tencent are also pursuing IPOs, highlighting intensified competition among Chinese tech firms in chip design and manufacturing, which is fueling investment enthusiasm across the sector.
See More
Nvidia Faces Challenges in Chinese Market
- Market Share Collapse: Nvidia's market share in China has plummeted from over 90% to zero, reflecting the impact of U.S. export restrictions and Chinese regulatory pressures, which have nearly halted the company's operations in the region and affected its global market standing.
- Pessimistic Financial Outlook: Nvidia anticipates no revenue from China in the first quarter of fiscal year 2027, a forecast that could negatively impact its overall financial performance, especially as the company prepares to release its earnings report.
- U.S. Market Advantage: Despite challenges in China, Nvidia's stock has surged 74% over the past 12 months, primarily driven by the massive demand in the U.S. AI chip market, where Microsoft plans to invest $190 billion in capital expenditures in 2026, far exceeding Alibaba's $52 billion.
- Future Growth Potential: Nvidia projects revenue of $78 billion for the first quarter of fiscal year 2027, even without contributions from China, representing a nearly 77% year-over-year increase, indicating the company's strong potential for continued growth driven by technological innovation and market demand.
See More
