TREE NEWS reports: Baidu’s Q2 2026 revenue slightly missed estimates as ad business contracted, but AI revenue maintained half of core business for second straight quarter, with GPU cloud growing 283%. Adjusted operating profit and EBITDA beat, yet per-ADS earnings missed by 26% due to AI infrastructure spending. The company holds 283.1B yuan in cash but provided no guidance.
Baidu Q2 2026: AI Revenue Half of Core, GPU Cloud Surges 283%
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