Strategically related however commercially restricted
Nonetheless, Randall mentioned, Baidu “stays beneath immense strain from rising startups like DeepSeek, Moonshot AI, and the cloud giants like Alibaba. Whereas nonetheless a heavyweight, Baidu isn’t unchallenged in China.”
He added that, throughout western nations, Baidu stays largely irrelevant due to the dearth of belief in geopolitics, and the decoupling of the US and Chinese language tech ecosystems. “[This] makes Western growth close to not possible. Furthermore, in world AI mannequin benchmarks, Baidu is generally a secondary point out towards the likes of OpenAI, Anthropic, Google, and Mistral.”
However general, mentioned Randall, “Baidu stays strategically related globally, however commercially restricted throughout the West. The important thing takeaway for western AI corporations is that innovation isn’t US-centric, however that solely assists in pushing the AI race ahead.”