Baidu says the quiet part out loud – you can’t build AI infrastructure, so clouds can cash in
Source: Theregister
Published:
<p>Chinese web giant Baidu has told investors its rare ability to build and operate AI infrastructure at scale represents a new high-margin business that its customers can’t avoid.</p> <p>Speaking on the company’s Q1 2026 earnings call, CEO, chairman and co-founder Yanhong Li said GPU cloud revenue