Strategically relevant but commercially limited
However, Randall said, Baidu “remains under immense pressure from emerging startups like DeepSeek, Moonshot AI, and the cloud giants like Alibaba. While still a heavyweight, Baidu is not unchallenged in China.”
He added that, across western countries, Baidu remains largely irrelevant because of the lack of trust in geopolitics, and the decoupling of the US and Chinese tech ecosystems. “[This] makes Western expansion near impossible. Moreover, in global AI model benchmarks, Baidu is mostly a secondary mention against the likes of OpenAI, Anthropic, Google, and Mistral.”
But overall, said Randall, “Baidu remains strategically relevant globally, but commercially limited across the West. The key takeaway for western AI companies is that innovation is not US-centric, but that only assists in pushing the AI race forward.”