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Concrete, real-world deployment in a high-visibility market with a major platform partner strengthens BIDU's autonomous-vehicle story and could lift sentiment and valuation multiples. However, revenue impact remains uncertain in the near term and depends on broader rollout and monetization milestones.
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Baidu’s Apollo Go is now fully driverless on Uber in Dubai, marking a milestone in its dual-model international expansion. The Dubai launch follows January 2026 driverless testing permits and March 2026 app deployment, building on a July 2025 partnership and signaling accelerated global scale. This milestone could boost Apollo Go’s contribution to Baidu’s autonomous driving portfolio over time.
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