Baidu has launched a large amount of AI applications after his Ernie’s Chatbot received public approval.
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Chinese technology giant Baidu He has launched two new artificial intelligence models, as his main position is recovered in the country’s fiercely competitive IA.
The Baidu models Thrown on Sunday It included the company’s first reasoning model, as well as the first transfer to an open source license strategy.
However, experts told CNBC that, while the launch of the models is a positive development for Baidu, they also emphasize how he is playing a day as Ernie Bot, one of the earliest versions of Chatgpt China as Chatgpt-Lluita for widespread adoption.
« The new models have become more competitive since the company has been left behind in a reasoning model launch, » said Lian Jye Su, the main analyst of Omnia, at CNBC.
A model of reasoning is a large language model that breaks up tasks in smaller pieces and considers multiple approaches before generating an answer. It is designed to process complex problems similar to humans.
The Chinese startup Deepseek increased the world alas race and transformed the China ecosystem in January when it launched its R1 reasoning model, which rival Nord -American competitors despite cost a fraction of the price.
Baidu has he said Its new model of reasoning Ernie X1 offers performance at the same time with Deepseek R1 at only half the price « , and has » stronger capabilities, planning, reflection and evolution « . CNBC has not been able to independently verify this claim.
According to Wei Sun, a leading artificial intelligence analyst at Counterpoint Research, Baidu’s future competitiveness could affect whether his new models provide promised performance and cost benefits.
« Baidu is clearly in capture mode, largely due to its slow rhythm of innovation and underestimating rapid changes in market dynamics, » said Sun.
What happened?
Baidu published his first AI generative platform in the public in 2023, giving China one of his first answers to the popular chat chat of the Openai.
However, despite initial impulseSince then, Baidu’s Ernie product has been eclipsed by competitors including startups as well as large technology companies such as Alibaba and bytedance.
Experts list various reasons for Baidu’s struggles and the slow innovation rate.
« Baidu was left behind when they sought to build owners and compete to be funded to fund for Ia, » said Ray Wang, principal analyst and founder of Constellation Research, at CNBC. He added that the company has also suffered recent government collections and was distracted by « regulatory nonsense ».
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Owner models maintain their source code and confidential underlying architecture, in contrast to Deepseek models, whose source code is freely available on the open web for a possible modification and redistribution.
« Using a closed code approach means that (Baidu) was forming its model from scratch, while open source models were able to take advantage of certain community parts to developers, » said Kai Wang, Morningsar’s upper capitalist.
The latest Baidu AI models, however, represent a change in company strategy towards open and free models.
« Baidu has always been a supporter of his own business model and has been a member of the open source, but disruptors like Deepseek have shown that open source models can be so competitive, » said Su omita’s.
He added that Baidu is « simply following the passage » of his biggest competitors in China, that is, Alibaba, Deepseek and Tincent, who have now launched open source models.
The benefits of Baidu
According to Morningsar Wang, AI players how Baidu reaches new models every month or less, and competitors are constantly trying to overcome each breakthrough.
However, « the differentiating of Chinese models is still the data used for models and the use case of the application, » said Wang.
In these areas, experts see some key advantages for Baidu, which operates a wide range of popular applications and services, including its emblematic search engine, which offers access to AI tools, as well as its online forum application, Baidu Tieba.
« Due to its large users base in the consumer space, especially in AI search and recommendation systems, the company can still maintain its market leadership position as long as it is up to date with the innovation cycle, » said Omnia’s Su.
During a Call results by the end of last yearRobin Li, CEO of Baidu, said he hopes that the generative AI will turn Baidu’s search into the « new murderer application in the AI period ».
« The secret of AI is data, chips, good math and cheap energy … you must have data to reproduce -they have the data, » said Wang of Constellation Research.
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