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Cloud and AI infrastructure momentum suggests a stronger growth trajectory for Baidu's AI stack, which could drive multiple expansion despite near-term profit pressure. History shows sizable cloud upside can offset profitability concerns if AI adoption accelerates.
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Baidu reported quarterly results with non-GAAP income of 4.3B yuan, down from 6.5B a year earlier, while AI Cloud Infra revenue climbed 79% to 8.8B yuan as it upgrades for large-scale agent-based applications. GPU cloud revenue surged 184%, underscoring strength in AI infrastructure even as profitability lagged. The cloud-driven growth could support longer-term valuation, though near-term margins remain under pressure.
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