Baidu Expands Enterprise AI Cloud Services with Industry-Specific Agents
Baidu is aggressively targeting the enterprise cloud market with specialized AI agents for sectors like healthcare, energy, and transportation, as AI cloud revenue now exceeds 25% of its core business.
Chinese tech giant Baidu is doubling down on the enterprise cloud market by launching a suite of industry-specific AI agents designed to integrate AI deeply into business operations across key sectors such as energy, healthcare, transportation, and automotive.
Key Developments
- AI Cloud Growth: Baidu's AI cloud revenue surged 42% year-on-year to 6.7 billion yuan ($930 million) in Q1 2025, accounting for 26% of core revenue. Operating profit margins for the unit surpassed 10%.
- Chip Deployment: Baidu has deployed its Kunlun P800 AI chips in a 30,000-card cluster in Ningxia, powering large language model training. This follows the activation of a 10,000-card cluster in February 2025.
- Ernie Models: In March 2025, Baidu released Ernie 4.5 and X1, its latest large-scale pretraining and inference models. Upgraded versions (4.5 Turbo and X1 Turbo) were introduced by late April.
Industry Applications
Baidu's new AI agents are tailored for:
- Transportation & Automotive: Partnering with automakers like Changan Auto (brand: Deepal) to develop intelligent in-car assistants for personalized entertainment and education.
- Healthcare: AI-driven solutions for medical diagnostics and patient care.
- Energy & Environmental Services: Optimizing resource management and sustainability initiatives.
Strategic Focus
- Enterprise Dominance: Baidu's executive VP Shen Dou emphasized that enterprise cloud services now drive most of its AI cloud growth.
- Cost Efficiency: Baidu claims its Ernie models outperform OpenAI’s GPT-4.5 at significantly lower costs.
- Market Penetration: AI products are already adopted by 65% of China’s state-owned enterprises.
Timeline
- February 2025: 10,000-card Kunlun P800 cluster activated.
- March 2025: Ernie 4.5 and X1 models released.
- April 2025: Cluster expanded to 30,000 cards; Turbo models launched.
Baidu’s aggressive expansion underscores its ambition to lead China’s AI-driven enterprise transformation, leveraging its fully self-developed tech stack to capture a growing market.
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About the Author

David Chen
AI Startup Analyst
Senior analyst focusing on AI startup ecosystem with 11 years of venture capital and startup analysis experience. Former member of Sequoia Capital AI investment team, now independent analyst writing AI startup and investment analysis articles for Forbes, Harvard Business Review and other publications.