Baidu’s AI Business Grows 25% as Online Marketing Revenue Falls 19%

Baidu’s Core AI-powered Business revenue rose 25% year over year in the quarter ended June 30, while Online Marketing Services revenue fell 19% and total revenue declined 4%. The results show growth in Baidu’s AI-related operations alongside pressure in online marketing.

Total revenue was $4.617 billion. Core AI-powered Business made up half of Baidu General Business revenue, though the category was down 8% from the first quarter.

The category includes AI Cloud Infra, AI Applications and AI-native Marketing Services. AI Cloud Infra revenue increased 50% year over year, while AI Applications revenue rose 3%.

Baidu co-founder and CEO Robin Li said, “While our online marketing business remains under pressure.”