Twitter/X

Robin Li framed Baidu as a vertical AI company — “Baidu chip, Baidu cloud, Baidu…

2026-05-13 · 16:02 UTC ·@heyshrutimishra ·1 min read

Brief

Shruti Mishra reporting from Baidu Create in Beijing says Robin Li presented Baidu as a full vertical AI stack — chip, cloud, model, app — all built in China. Announcements included 30,000+ Kunlun cards in production, a Kunlunxin IPO, ERNIE 5.1 with a 94% pre‑training cost cut, multiple agents (DuMate, Miaoda, Huiboxing), a 10B DAU agent forecast, and rapid OpenClaw adoption.

Why it matters

Robin Li framed Baidu as a vertical AI company — “Baidu chip, Baidu cloud, Baidu model, Baidu app” — with every layer built inside China.

Key details

  • Baidu’s Kunlun chips are in production with 30,000+ cards; Kunlunxin IPO is described as incoming; ERNIE 5.1 reportedly cut pre‑training cost by 94%.
  • Baidu highlighted agents (DuMate, Miaoda, Huiboxing), promoted “disposable software” for single‑use tasks, forecasted 10 billion daily active agents (3× Meta’s DAU), and noted OpenClaw adoption in China is already double the US per an American cybersecurity firm.
Source evidence

At Baidu Create today in Beijing. 🇨🇳

Robin Li's keynote made the pattern clear: Baidu chip, Baidu cloud, Baidu model, Baidu app.

A vertical AI company, every layer built inside China.

What stood out:
• Kunlun chips: 30,000+ cards in production, Kunlunxin IPO incoming
• ERNIE 5.1: pre-training cost cut 94%
• Agents at scale: DuMate, Miaoda, Huiboxing
• "Disposable software": built for one task, used once, thrown away
• 10B daily active agents forecast, 3x Meta's DAU

This wasn't any single launch. It was the whole stack, in one company, in one country.

Shruti (@heyshrutimishra)

Big AI day tomorrow in Beijing.

I’m attending Baidu Create in person this year.

The theme is “Agents at Scale” and China already means it literally.

China’s OpenClaw adoption is already double the US, confirmed by an American cybersecurity firm. And the speed at which they’re building around it feels completely different from anywhere else.

I genuinely can’t stop thinking about how China just… moves. no waiting around. They just ship.

Excited to see exactly how they’re pulling this off. Will keep you posted.

— https://nitter.net/heyshrutimishra/status/2054035625201074422#m