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Baidu AI Reaches Half the Business

Baidu AI Reaches Half the Business

Baidu’s AI-related revenue remained around half of general business revenue in the second quarter, but fell to 125 billion yuan from 136 billion yuan in the prior quarter. The company’s AI portfolio spans cloud infrastructure, applications, search, Kunlunxin chips, and Apollo, yet model competitiveness, monetization, and growth remain unresolved.

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China’s AI Bottleneck May Be Social Security

Oxford researcher Carl Benedikt Frey argues that China’s biggest obstacle to large-scale AI deployment may be inadequate social protection for workers displaced by automation, not computing power or algorithms. The analysis compares China with historical British welfare systems and Denmark’s flexicurity model, while noting that the cited Chinese incidents do not prove a broad AI crackdown.

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