On the evening of February 26, Baidu announced during its Q4 and full-year 2025 earnings call that its AI cloud business achieved full-year revenue of 30 billion yuan in 2025. Among this, subscription revenue from AI high-performance computing infrastructure surged by 143% year-on-year in the fourth quarter, becoming the primary growth driver. Additionally, in 2025, Baidu Intelligent Cloud ranked first in the industry in terms of both the number of successful bids and the total bid value for large model-related tender projects, securing the top position in this field for the second consecutive year.
