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Baidu Q2 Revenue Hits 31.3 Billion Yuan as AI Business Surpasses Half for Second Straight Quarter
Baidu’s second-quarter 2026 financial results show total revenue of 31.3 billion yuan, with core business revenue at 25.2 billion yuan. AI-driven revenue now represents 50% of total business income, surpassing the halfway mark for two consecutive quarters. Li Yanhong emphasized that AI is central to Baidu’s strategy, accelerating the company’s shift toward an AI-first model.
AI cloud infrastructure revenue hit 7.3 billion yuan in Q2, marking a 50% year-over-year increase. GPU cloud services grew by 283%, accelerating from 184% in the prior quarter, sustaining triple-digit growth for four straight quarters. According to IDC, Baidu Intelligent Cloud leads market share in finance, gaming, and embodied intelligence sectors.
AI application revenue reached 2.5 billion yuan, up 3% year-over-year. In August, Baidu unified its AI office tools into a cohesive product lineup featuring Baidu Dazi, Kuku AI, and Miaoda. Baidu Dazi’s monthly active users surged 1,063.79% in July, leading the industry in growth. Kuku AI’s office monthly active users exceeded 25 million, topping the AI office category. Baidu Miaoda released version 3.5 in July with six major upgrades, securing a 33.4% market share as the leading AI-native no-code platform. Meanwhile, Baidu Famo, a self-evolving intelligent agent, has attracted trial applications from 3,000 enterprises.
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Baidu’s second-quarter 2026 financial results show total revenue of 31.3 billion yuan, with core business revenue at 25.2 billion yuan. AI-driven revenue now represents 50% of total business income, surpassing the halfway mark for two consecutive quarters. Li Yanhong emphasized that AI is central to Baidu’s strategy, accelerating the company’s shift toward an AI-first model.
AI cloud infrastructure revenue hit 7.3 billion yuan in Q2, marking a 50% year-over-year increase. GPU cloud services grew by 283%, accelerating from 184% in the prior quarter, sustaining triple-digit growth for four straight quarters. According to IDC, Baidu Intelligent Cloud leads market share in finance, gaming, and embodied intelligence sectors.
AI application revenue reached 2.5 billion yuan, up 3% year-over-year. In August, Baidu unified its AI office tools into a cohesive product lineup featuring Baidu Dazi, Kuku AI, and Miaoda. Baidu Dazi’s monthly active users surged 1,063.79% in July, leading the industry in growth. Kuku AI’s office monthly active users exceeded 25 million, topping the AI office category. Baidu Miaoda released version 3.5 in July with six major upgrades, securing a 33.4% market share as the leading AI-native no-code platform. Meanwhile, Baidu Famo, a self-evolving intelligent agent, has attracted trial applications from 3,000 enterprises.
Google AI virtual avatars now support 24 languages, breaking language barriers and making digital human communication accessible across cultures
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