At a recent internal strategy meeting, Baidu Intelligent Cloud demonstrated an aggressive posture: officially announcing that its target for AI-related revenue growth in 2026 has been significantly raised from 100% to 200%. This ambitious goal marks Baidu's full commitment to securing a leading position in the AI cloud market.

The Confidence Behind the Target Increase

Baidu Intelligent Cloud's decision to double its target is mainly based on the following core advantages and market forecasts:

Significant Market Potential: According to IDC, the global AI cloud market is expected to exceed $400 billion by 2030.

Leading in Bidding Markets: Baidu Intelligent Cloud has maintained a leading position in bidding for two consecutive years.

Proven Practical Capabilities: In 2025, the number of winning projects and the amount of business achieved by Baidu Intelligent Cloud ranked first among major cloud service providers in China, proving its commercialization capabilities.

The Mutual Promotion of Technology and Ecosystem

Since its launch in 2015, Baidu Intelligent Cloud has deeply integrated Baidu's AI and big data genes, committed to providing comprehensive intelligent solutions. Faced with increasingly fierce industry competition, Baidu plans to continue investing in the following areas:

Enhance R&D Investment: Strengthen the technological leading advantage.

Strengthen Sales and Ecosystem: Further optimize market layout in response to competition from rivals such as Volcano Engine and Alibaba Cloud.

Industry Impact: Reshaping the Cloud Computing Landscape

Baidu Intelligent Cloud's recent strategic acceleration not only reflects confidence in its own technical capabilities but also a precise positioning in the upcoming AI market boom. If it successfully achieves its high growth target in 2026, Baidu is expected to completely reshape the current landscape of the Chinese cloud computing market, achieving a remarkable transformation from a follower to a leader.