百度Q2财报：总营收313亿元，AI业务收入占比连续过半

The Odaily Planet Daily reports that Baidu (09888.HK) has released its financial results for the second quarter of 2026, showing total quarterly revenue of 31.3 billion yuan; Baidu's core business revenue was 25.2 billion yuan, of which AI business revenue accounted for 50%, exceeding half for the second consecutive quarter.

Baidu founder Robin Li stated that the sustained growth of the AI business further confirms Baidu's transformation from an internet-centric company to an AI-first company, and also strengthens confidence in long-term growth potential. The financial report disclosed that in the second quarter, Baidu's AI cloud infrastructure revenue was 7.3 billion yuan, up 50% year-over-year, with GPU cloud up 283% year-over-year, achieving triple-digit growth for four consecutive quarters; AI application revenue was 2.5 billion yuan, up 3% year-over-year; AI-native marketing services revenue was 2.6 billion yuan. (Jinshi)