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Baidu’s AI Business Surpasses Search Advertising for the First Time: The Pros and Cons of Structural Transformation

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Baidu’s AI Business Surpasses Search Advertising for the First Time: The Pros and Cons of Structural Transformation

Baidu announced its Q1 2026 financial results, marking a historic shift as revenue from new AI businesses surpassed search advertising for the first time. The company faces challenges from declining traditional services and the commercialization of AI applications.

May 18, 2026

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