Baidu has announced its financial results for the first quarter of 2026. The company's total revenue reached 32.1 billion yuan. Revenue from Baidu's core business amounted to 26.0 billion yuan, representing a year-over-year increase of 2% and exceeding market expectations. Within this core business, revenue generated from AI operations stood at 13.6 billion yuan, accounting for 52% of the core business revenue. This segment has demonstrated growth for several consecutive quarters.
Baidu's founder stated that AI revenue surpassing 50% of the core business for the first time signifies that AI has become the central driving force for the company. In the first quarter, stimulated by robust enterprise demand, revenue from AI cloud services showed strong growth momentum. AI applications continued to expand their influence among both enterprise and individual users, further validating the commercial potential of Baidu's AI innovations.
