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In the photo is the Ernie Bot mobile interface, with the homemark of the Baidu search engine in the background.
Future publication | Future publication | Getty images
Chinese technology giant Baidu He has reinforced his main search platform with artificial intelligence in the largest review of the product in 10 years.
The analysts told CNBC that the movement was an attempt to stay ahead of rivals that moved quickly as Depseek, instead of traditional search players.
“There has been a small pressure on the search business, but the focus on AI and Ernie Bot is a key advance,” Dan Iives, Wedbush Securities -Securities, told CNBC by email. Ernie Bot is the chatbot ai of Baidu.
“Baidu is not waiting to see dry paint, all the steam ahead,” he added.
Baidu is China’s largest search engine, but, as Google is also seeing, the search market is being interrupted.
Users mass the AI services such as chatgpt or deep, which shocked to the world This year, with his advanced model, he said that a fraction of the cost of the rivals was created.
But Kai Wang, Asia Equity Market strategist in Morningstar, also noted that short video platforms such as Douyin and Kuaishou are also entering the search for AI and the accumulation pressure on Baidu.
To counteract this, Baidu made some important changes in its central search product:
“This is more aligned with the way people use Chatgpt and Deepseek in terms of how they look for answers,” Wang said.
Out of China, Google has also been seeking to improve your central search product With AI, highlighting how the search has been under pressure from flourishing technology.
Baidu was one of China’s first engines when it was AI, launching its first chatgpt ernie bot -style models and style products to the public in 2023. Since then, it has aggressively launched updated models.
However, the Beijing -based company has also Intense contest faced of other technological giants such as Alibaba and Tencentas well as the upstarts like Deepseek.
These companies have also been launching new models and instilling in their products and Baidu’s shares have been left behind. Baidu’s shares have increased around 2.5% this year, compared to an increase of 30.5% for Alibaba and a 20% increase for Tencent.
“This is a defensive and offensive movement … Baidu must be aggressive and in terms of perception that are not Tencent’s little brother in the front of AI,” added Iives of Wedbush Securities.