Baidu AI Cloud's revenue will reach 30 billion yuan by 2025

Wallstreetcn
2026.02.26 13:10
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Baidu expects that AI cloud revenue will reach 30 billion yuan by 2025, with subscription-based AI high-performance computing facility revenue in the fourth quarter growing by 143% year-on-year. In addition, Baidu Smart Cloud ranks first in both the number and amount of large model-related bidding projects in 2025, becoming the cloud vendor with the most bidding projects and amounts for two consecutive years

On the evening of February 26, Baidu disclosed during its 2025 financial report conference call that AI Cloud's total revenue for 2025 reached 30 billion yuan. Among them, subscription-based revenue from AI high-performance computing facilities grew by 143% year-on-year in the fourth quarter, becoming the main growth driver. Data shows that in 2025, Baidu Intelligent Cloud achieved the highest number and amount of bids related to large models, becoming the cloud vendor with the most bids and bid amounts for two consecutive years. (All Weather Technology)

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