BIDU News
4 R40 articles on Baidu, Inc. (BIDU). Latest, Aug 23, 2026: Alibaba Is Selling 710 Million New Shares to Fund AI. Is Baidu Next?
R40 Coverage
Alibaba Is Selling 710 Million New Shares to Fund AI. Is Baidu Next?
Alibaba's 710M-share Hong Kong placement raises about $10.2B for AI — enough for 102% of one quarter's capex. Baidu runs the same race at a sixth of the scale.
China Admitted 20,000 H200s. NVIDIA's Outlook Assumes Zero Revenue From Them.
The FT reports ByteDance and Tencent each received about 10,000 H200s — $0.5-0.8B at any plausible price, inside the ±2% tolerance on Nvidia's own $91.0B guide.
Baidu Tripled Its Capital Spending and the Rule of 40 Fell 18 Points
Baidu's Q2: revenue up 1%, EPS well under consensus, capex tripled to RMB11.4B, free cash flow −$1.17B. The score is −24.3 and the stock fell 9.5% on the print.
Baidu Reports Tuesday With 13 Points of Gross Margin Gone
Baidu's gross margin fell from 52.5% to 38.9% in twelve quarters on flat revenue; trailing free cash flow is −$1.3B. August 18 tests whether there is a floor.