Baidu: Poised For Upside As AI Monetization Begins
BIDUBIDU(BIDU) Seeking Alpha·2024-01-26 09:15

Yongyuan Dai The times are changing for Baidu (NASDAQ:BIDU) (OTC:BAIDF). Having long been China’s leading search engine company and little more, the company is slowly but surely carving out a new leadership position in the Chinese artificial intelligence (‘AI’) space. Since I last covered the name, Baidu has further built on its successful AI-powered ‘Ernie Bot’ 4.0 (the equivalent of ChatGPT 4.0) launch, most recently acquiring over 100m users since its launch in Q3 last year. With Ernie’s professional ver ...