Baidu

Baidu develops internet services, AI systems, autonomous-driving technology and cloud infrastructure. Its robotics exposure spans Apollo autonomous driving, robotaxi operations, mapping, perception, AI models and cloud tools supporting autonomous vehicles and embodied-AI systems.

Facts

Segment: Automotive
Country: China
Ticker: BIDU
Website: https://www.baidu.com

Market context

Baidu is a large AI and internet company with direct autonomous-driving exposure through Apollo Go, giving it a distinct robotics profile from pure-play robot builders.

Mobileye - comparable profile - peer: Autonomous Driving Stack
Wayve - comparable profile - peer: Autonomous Driving Stack
Waymo - comparable profile - peer: Autonomous Driving Stack

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Financials

BIDU - NASDAQ - USD

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Supply

RoboSense - Inbound - Perception - RoboSense secured a design win to supply the factory-installed digital LiDAR suite for Baidu Apollo Go's next-generation robotaxi fleet - source: prnewswire.com
UBTECH Robotics - Outbound - Compute & Control - Baidu ERNIE Bot is integrated into UBTECH Walker S to support natural speech and real-time reasoning - source: sz.gov.cn

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Timeline

2026-05-18 - Market Signal - Baidu reports Apollo Go Q1 2026 ride scale - Apollo Go delivered 3.2 million fully driverless rides in the first quarter of 2026. Cumulative public rides exceeded 22 million as of April 2026. Apollo Go reached 27 cities as of May 2026. - source: ir.baidu.com
2025-11-11 - Deployment - Baidu Apollo Go and AutoGo receive Abu Dhabi fully driverless commercial permits - Baidu Apollo Go and K2's AutoGo announced fleet-expansion plans in Abu Dhabi after receiving one of the emirate's inaugural fully driverless commercial permits. The companies described fully driverless ride-hailing service activity during Abu Dhabi… - source: prnewswire.com
2024-05-28 - Partnership - SIASUN and Baidu AI Cloud sign eldercare robotics partnership - SIASUN and Baidu AI Cloud signed the strategic cooperation agreement on May 28, 2024. The companies planned home companion robots based on Baidu's ERNIE large model for companionship and monitoring. They also planned to upgrade SIASUN's community eldercare… - source: en.siasun.com

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Relations

Abu Dhabi - Deployment Partner - Baidu Apollo Go and K2 AutoGo received Abu Dhabi fully driverless commercial permits.
SIASUN Robot & Automation Co., Ltd. - Eldercare AI And Robotics Partner - SIASUN and Baidu AI Cloud signed a strategic partnership for AI-enabled companion robots and eldercare services.

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Deployments

Commercial Permit Status - fully driverless commercial permits - 2025-11-11 - Abu Dhabi - fully driverless robotaxi service - Baidu Apollo Go and K2 AutoGo received one of Abu Dhabi’s inaugural fully driverless commercial permits and described fully driverless ride-hailing activity… - source: prnewswire.com

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